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
Federal Reserve rate cut helped propel markets forward
9/30/2024
The S&P 500 notched its first positive performance in a September since 2019.
Markets & Investing
Ballast of the portfolio
9/30/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Another solid quarter for the equity market
9/27/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Markets are having a sugar rush
9/27/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Pay perks: what we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Tax Planning
Outlining the path ahead for the markets and economy
9/26/2024
Raymond James CIO Larry Adam hits the road to break down his team's latest outlook.
Economy & Policy
Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Make your files findable when you leave them to your heirs
Living life and facing death can be liberating – and it doesn’t have to be hard.
Estate & Giving
Fixed Income Strategy as the Economic Cycle Takes a Turn
9/23/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
The Federal Reserve agreed with markets but tried to change the narrative
9/20/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
What is the Fed's rate cut decision telling us?
9/20/2024
Raymond James Chief Economist Eugenio Alemán notes the Fed isn't expecting an economic slowdown and that inflation is approaching its 2% target.
Markets and Investing