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CGS Wealth Advisors of Raymond James
4969 US Highway 42
Ste 1600
Louisville, KY 40222-6390
F: 866.522.9721
TF: 800.236.9116
T: 502.560.1260
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Tariff goalposts have shifted, but results remain the same
4/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Why don't we fix the fiscal deficit? That will start fixing our trade deficit
4/11/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
What does the tariff pause mean for markets?
4/10/2025
Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.
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Markets & Investing
Concentrated equity risk: Is it time to break your concentration?
Sometimes the very thing that creates substantial wealth poses its greatest threat.
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Markets & Investing
Updated: April 2025 Investment Strategy Quarterly
4/10/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
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Markets & Investing
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
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Estate & Giving
Tariff relief a positive but high uncertainty remains
4/9/2025
In response to the 90-day pause on "reciprocal" tariffs, announced April 9, Managing Director, Washington Policy Analyst Ed Mills provides in-depth analysis of potential paths forward.
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Economy & Policy
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
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Retirement & Longevity
Quarterly Coordinates: Markets on the Clock webinar replay
4/7/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing
Tariffs strike more volatility
4/7/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Tariff policy: potential paths and endgames
4/6/2025
In response to the April 2 “reciprocal” tariff announcement, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of potential paths forward.
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Economy & Policy
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