Skip to content
Sagamore Wealth Advisors of Raymond James LogoSagamore Wealth Advisors of Raymond James Logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Bill Gray
    • Mathew J. Engerer
    • Tony Iacobucci
    • Todd Polackin
    • Lesley Coppedge
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Retirement Plans
    • Families and Individuals
    • Retirees
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Banking
    • Investment Management
    • Longevity Planning
    • Portfolio Management
    • Private Wealth
    • Retirement Planning
    • Risk Management
  • Ideas and information for you
  • Resources
    • Resources
    • Commentary and Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Sagamore Wealth Advisors of Raymond James
    11611 N Meridian St Ste 600 Carmel, IN 46032-7118 T: 317.573.1777 F: 844.649.7469 TF: 800.259.0847
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Retirement Planning
    • Women
  • Media
    • Article
    • Infographic
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Budget reconciliation process comes into focus
6/17/2025
Washington Policy Analyst Ed Mills discusses potential paths forward for Congress on what is expected to be the most expensive bill in U.S. history.
Economy & Policy
Watch Video
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 & Investing
Early signs of economic weakness are starting to emerge
6/13/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Higher oil prices complicate monetary policy
6/13/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Read
Gold has glittered amidst storming markets
What makes gold a widely considered inflation hedge for shielding wealth?
Markets & Investing
Read
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Strategic vs. tactical
6/9/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Webinar replay: Summer of suspense?
6/9/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
How the timing of key policy moves is shaping our outlook
6/6/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

what can we do for you?

Say hello
Sagamore Wealth Advisors of Raymond James LogoSagamore Wealth Advisors of Raymond James Logo
  • Sagamore Wealth Advisors of Raymond James
  • 11611 N Meridian St Ste 600 Carmel, IN 46032-7118
  • T: 317.573.1777
  • F: 844.649.7469
  • TF: 800.259.0847
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use