Resources - Merritt Wealth & Retirement Advisors

Webinar Replay: The Main Market Event: Strength, Surprises, and the Road Ahead

7/14/2026

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

Controlling portfolio structure

7/13/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

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

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

Mid-year update

7/6/2026

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

A mid-retirement check-in

Evaluate your retirement beyond health and wealth.

Retirement & Longevity

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