An Opportunity
TO INCREASE YOUR FINANCIAL KNOWLEDGE

We have assembled this collection of insightful newsletters, expert market commentary, and informative links to help give you new insight into the ever-changing financial landscape and help give you the newfound confidence that can come with being a more knowledgeable investor.

MARKET COMMENTARIES

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What a difference a data point (or two) makes
5/3/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Earnings season is in the homestretch
5/3/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
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Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity
May FOMC meeting concludes with no changes to interest rates
5/1/2024
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
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April sees Federal Reserve rate cut expectations dampen
4/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
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Cash management strategies for business owners
Top five tips for navigating market volatility and inflation.
Business Ownership
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Portfolio construction
4/29/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Keep calm and carry on with your long-term investing strategy
4/29/2024
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.
Economy & Policy
Five potential market-moving events to be mindful of
4/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP, inflation, and the Fed: Keep calm and carry on
4/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy and Policy

 

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