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  • Reg Aldrich
    5700 NW 130th St Ste 2 Oklahoma City, OK 73142 O: 405.608.9305 F: 405.608.9310
    Map and Directions Map and Directions
  • Levi C. Wade, CFP®
    5700 NW 130th St Ste 2 Oklahoma City, OK 73142 O: 405.608.9306 F: 405.608.9310
    Map and Directions Map and Directions
  • Derek Williams, ChFC®
    408 S Eagle Rd Ste 205 Eagle, ID 83616 O: 503.922.2113 O: 208.994.7450 F: 208.597.7811
    Map and Directions Map and Directions
  • Matt Powell, CFP®
    102 S Tejon St Ste 1100 Colorado Springs, CO 80903-2253 O: 847.850.2585 O: 719.799.6540 F: 847.850.2599
    Map and Directions Map and Directions
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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 & Investing
Read
Watch Webinar
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
Duration – Current income opportunities
6/2/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
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
Watch Video
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
Read
The long-term outlook for tariffs remains unclear
5/30/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Summer market signals: tariffs, tax cuts and Treasury yields
5/23/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Growing U.S. debt – trouble ahead?
5/19/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Always here for you
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  • Reg Aldrich: 5700 NW 130th St Ste 2 Oklahoma City, OK 73142
  • O: 405.608.9305
  • F: 405.608.9310
  • Map & Directions
  • Map & Directions
  • Levi C. Wade, CFP®: 5700 NW 130th St Ste 2 Oklahoma City, OK 73142
  • O: 405.608.9306
  • F: 405.608.9310
  • Map & Directions
  • Map & Directions
  • Derek Williams, ChFC®: 408 S Eagle Rd Ste 205 Eagle, ID 83616
  • O: 503.922.2113
  • O: 208.994.7450
  • F: 208.597.7811
  • Map & Directions
  • Map & Directions
  • Matt Powell, CFP®: 102 S Tejon St Ste 1100 Colorado Springs, CO 80903-2253
  • O: 847.850.2585
  • O: 719.799.6540
  • F: 847.850.2599
  • Map & Directions
  • Map & Directions

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© 2022 Accounts carried or transactions executed by Raymond James & Associates, Inc. member of SIPC and the NYSE. Raymond James & Associates, Inc., also acts as qualified custodian. For IRA accounts, Raymond James Trust Company of New Hampshire is custodian and Raymond James & Associates, Inc. is sub-custodian.