Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
City of lights, market of opportunities
7/2/2024
With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team's quarterly outlook.
Markets & Investing
Mega-cap tech stocks continue to lead the way
7/1/2024
The S&P 500 is off to its best start to the year since 2019.
Markets & Investing
![Read](/-/media/rj/common/resources/market-updates/july-2023-monthly-market-letter-1.jpg)
![See More](/-/media/rj/common/resources/investment-strategy/isq_july2024_coverart_1110x360.jpg)
July 2024 Investment Strategy Quarterly
7/1/2024
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Mid-year report
7/1/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Interest rates are poised to tip lower
6/28/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
![Watch Video](/-/media/rj/common/resources/investment-strategy/larry-adam-june-2024-video-1.jpg)
Look beyond the obvious to add value to your portfolio
6/26/2024
Raymond James CIO Larry Adam draws comparisons to the upcoming summer Olympic Games for his team's quarterly market and economic outlook.
Economy & Policy
![Read](/-/media/rj/common/weekly-economic-commentary/bond-market-commentary-1.jpg)
Individual bonds - providing a dual benefit
6/24/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
![Read](/-/media/rj/common/weekly-economic-commentary/investment-strategy-1.jpg)
Three reasons why you should remain invested
6/21/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Don’t wait for the Fed
6/17/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
What is the path forward for interest rate cuts?
6/14/2024
Raymond James Chief Economist Eugenio Alemán notes the Fed isn't convinced monetary policy is restrictive enough to bring inflation down to its 2% target.
Markets and Investing
Will the bull market endure or fizzle out?
6/14/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing