Keeping you up to date And in the loop
We believe it is not only important that we get to know you as a person and an investor, but that you get to know how we think. So we keep you abreast of market news and timely financial newsletters to give you convenient access to issues that matter to investors. We also keep you up to date on our upcoming events and speaking engagements that you may be interested in attending, and hope you’ll join us soon.
Upcoming Events
TBA
Marking one year since the election of President Trump
11/7/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A check on the health of US consumers
11/7/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Markets offer plenty to be thankful for heading into the holidays
11/5/2025
Raymond James Chief Investment Officer Larry Adam addresses the forces shaping the markets through year-end – and what to watch as we head into 2026.
Markets & Investing
Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning
The impact of donating appreciated stock
Giving appreciated stock can be a gift for both you and your favorite charity.
Estate & Giving
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
Markets continue upward march in October
11/3/2025
From AI euphoria to the government shutdown, the markets remained strong amid mixed signals.
Markets & Investing
Fixed income solutions
11/3/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Why so much pushback on a December rate cut?
10/31/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Economic issues that could be lurking for markets
10/31/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
