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  • The Roetenberger Generational Wealth Advisory Group
    8044 Montgomery Rd. Suite 710 Cincinnati, OH 45236 T: 513.786.7834 TF: 866.266.3302 F: 833.739.8789
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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
Read
Read
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
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
Read
PPLI and PPVA: Vehicles for tax-efficient growth

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

Markets & Investing
Read
Fixed income focus
6/23/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Buying a bond at a premium doesn’t mean you will lose money
6/16/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Early signs of economic weakness are starting to emerge
6/13/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
Strategic vs. tactical
6/9/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Always here for you
The Roetenberger Generational Wealth Advisory Group logoThe Roetenberger Generational Wealth Advisory Group logo
  • The Roetenberger Generational Wealth Advisory Group 8044 Montgomery Rd. Suite 710 Cincinnati, OH 45236
  • T 513.786.7834
  • TF 866.266.3302
  • F 833.739.8789
  • Map & Directions
  • Map & Directions
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