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    40 Main Street, Suite 400 Burlington, VT 05401 T: 802.448.6084 TF: 844.350.4573 F: 844.262.4648
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Four themes to watch as earnings season shifts into focus
7/10/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Tariff pass-through is not over
7/10/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
Legacy beyond wealth
Estate planning can be a tool of both generational wealth and self-actualization.
Estate & Giving
Midterm elections and geopolitical risk will drive the market
7/8/2026
Raymond James Washington Policy Analyst Ed Mills examines how midterm elections and geopolitical risk are shaping the market landscape.
Markets & Investing
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Read
Mid-year update
7/6/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Read
Investing outlook: strength, surprises and the road ahead
7/1/2026
Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook
Markets & Investing
July 2026 Investment Strategy Quarterly
7/1/2026
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
June review: Markets remain resilient amid oil and inflation uncertainty
6/30/2026
June saw strong market fundamentals once again in conflict with macroeconomic uncertainties, creating a choppy market.
Markets & Investing
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
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catamount financial advisorscatamount financial advisors
  • Catamount Financial Advisors
  • 40 Main Street, Suite 400 Burlington, VT 05401
  • T: 802.448.6084
  • TF: 844.350.4573
  • F: 844.262.4648
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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