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AI infrastructure spending puts free cash flow levels in focus
8/13/2026
AI spending is pressuring cash flow at major technology companies, bringing the sustainability of the sector’s momentum into focus
Markets & Investing
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
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Asking the right questions
8/10/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Key takeaways from second quarter earnings season so far
8/7/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The strategic side of debt

Why debt reduction should support – not define – your wealth strategy

Markets & Investing
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Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
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July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty
8/3/2026
July was an eventful month with US-Iran tensions, rising energy prices and changing expectations for rate cuts.
Markets & Investing
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Higher yields: Put money to work
8/3/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Markets contend with uncertainty, but fundamentals remain the key driver
7/31/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Infographic: 6 principles for informed investing
If you’re just stepping into the often complex world of investing, here’s some time-tested wisdom to help steady your path.
Markets & Investing
Extension swaps: Locking in income for longer
7/27/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

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Forbes Best-in-State Wealth Management Teams 2024



The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,007 nominations, more than 7,321 advisors received the award. This ranking is based upon the period from 6/30/21 to 6/30/22 and was released on 4/4/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.

2022: 34,925 nominations with more than 6,550 advisors. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.