Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
A look at what is shaping our market views
4/25/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Tariff goalposts have shifted, but results remain the same
4/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Updated: April 2025 Investment Strategy Quarterly
4/10/2025
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
Trade policy shifts put the Fed in a challenging position
4/4/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Markets & Investing
Will the bull market endure or fizzle out?
6/14/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Markets watching for when the Fed easing cycle will begin
6/7/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Earnings season is in the homestretch
5/3/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Employment report holds the key to where growth is heading
3/1/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
12 wishes for the new year [INFOGRAPHIC]
12/13/2023
What's on the market's wish list for 2024? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
How to help mitigate the negative impacts of market swings
Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Markets & Investing
