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  • Sofka Wealth Management
    159 Crocker Park Blvd. Suite 310 Westlake, OH 44145 O: 440.471.6367
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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
Duration – Current income opportunities
6/2/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Read
Political noise continued to dominate headlines in May
6/2/2025
Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.
Markets & Investing
Summer storylines to keep an eye on
5/30/2025
Raymond James Chief Investment Officer Larry Adam highlights that trade tensions, along with the tax and spending bill, will be top of mind for market participants.
Markets & Investing
The long-term outlook for tariffs remains unclear
5/30/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Summer market signals: tariffs, tax cuts and Treasury yields
5/23/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Read
Growing U.S. debt – trouble ahead?
5/19/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Market turnaround raises question: Where do we go from here?
5/16/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing

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Sofka Wealth Management of Raymond JamesSofka Wealth Management of Raymond James
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  • Sofka Wealth Management
  • 159 Crocker Park Blvd. Suite 310 Westlake, OH 44145
  • O: 440.471.6367
  • Map & Directions
  • Map & Directions

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