Insights and Commentary
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
July 2025 Investment Strategy Quarterly
7/1/2025
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
Equity markets found traction in June
6/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Markets & Investing
A lesson from recent history
6/30/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Not a good report on personal income and spending in May
6/27/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The Fed has room to lower rates to keep the expansion going
6/27/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Market and economic dynamics of the past echoing today
6/25/2025
Raymond James Chief Investment Officer Larry Adam offers insight into his team's latest quarterly outlook.
Markets & Investing
“Those who keep learning, will keep rising in life.”