Keeping you up to date And in the loop
We believe it is not only important that we get to know you as a person and an investor, but that you get to know how we think. So we keep you abreast of market news and timely financial newsletters to give you convenient access to issues that matter to investors. We also keep you up to date on our upcoming events and speaking engagements that you may be interested in attending, and hope you’ll join us soon.
Upcoming Events
TBA
Despite recent volatility, we maintain our constructive outlook
3/7/2025
Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.
Markets & Investing
Let the (trade) war begin, or not: Uncertainty is a risk to economic activity
3/7/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Falling gas prices could provide a boost to consumer spending
3/7/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Larry Adam March 2025 webinar replay
3/3/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Strength of US economy continues to offer stability
3/3/2025
As daily headlines drive volatility, the market has avoided overreacting thus far.
Markets & Investing
Monetizing federal assets? A potentially bad idea!
2/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Monetizing federal assets? A potentially bad idea!
2/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Launching a financial future
Share these fundamental concepts with young emerging investors.
Markets & Investing
