Insights and Commentary
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeav...
Business Ownership
If it ain't broke don't fix it
4/4/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Trade policy shifts put the Fed in a challenging position
4/4/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Questions linger following latest tariff announcement
4/3/2025
The incremental tariffs were bolder than market expectations and ushered in new uncertainty.
Economy & Policy
Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
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
“Those who keep learning, will keep rising in life.”