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.
April 2025 Investment Strategy Quarterly
4/1/2025
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
Recent headwinds not likely to derail the US economy
3/28/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
How policy uncertainty is impacting the Federal Reserve
3/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Markets & Investing
Putting the recent volatility into perspective
3/14/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Addressing recent market volatility webinar replay
3/13/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Falling gas prices could provide a boost to consumer spending
3/7/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Larry Adam March 2025 webinar replay
3/3/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
12 wishes for the new year [INFOGRAPHIC]
12/13/2024
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
Will the bull market endure or fizzle out?
6/14/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Markets watching for when the Fed easing cycle will begin
6/7/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
