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.
What did we learn during the summer?
8/26/2024
Raymond James CIO Larry Adam highlights the factors that will drive the markets the remainder of the year.
Economy & Policy
![Watch Video](/-/media/rj/common/resources/market-updates/totm-march-2023-1.jpg)
Where are Treasury yields headed?
8/13/2024
Raymond James Senior Investment Strategist Tracey Manzi shares the factors that may point to there being limited room for a meaningful rally in yields from current levels.
Economy & Policy
![Watch Video](/-/media/rj/common/resources/economy/2019-washington-policy-from-tailwinds-to-headwinds.jpg)
What are the presidential election's impacts on the market?
8/5/2024
Washington Policy Analyst Ed Mills highlights two important policy issues that face the winner when they take office in 2025.
Economy & Policy
![Watch Video](/-/media/rj/common/resources/market-updates/financial-district-buildings-1.jpg)
Macro forces are the main driver of the equity market
7/26/2024
Raymond James CIO Larry Adam provides three reasons investors should look beyond politics and not make politically-driven portfolio changes.
Economy & Policy
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Your heirs want transparent, proactive conversations
Communication plays a critical role when it comes to successfully maintaining wealth and family harmony for generations to come.
Estate & Giving
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your la...
Retirement & Longevity
“Those who keep learning, will keep rising in life.”