Resources - Wayfinder Financial Services

Life-changing events change your taxes, too

Review how six major life events can impact your federal return..

Tax Planning

The Iran conflict’s impact on oil prices

3/3/2026

The evolving conflict in Iran could disrupt oil supply, pushing prices higher in the near term.

Economy & Policy

Roth conversions still shine after tax law changes

Preserve family wealth by managing taxes.

Estate & Giving

Reducing portfolio risk

3/2/2026

Keith Parrish discusses fixed income market conditions and offers insight for bond investors.

Markets and Investing

February review: Markets navigate AI-driven volatility

3/2/2026

The mostly flat surface of the S&P 500 belied turbulence underneath, with AI‑driven disruption fears contributing to the volatility.

Markets & Investing

The new tariffs are illegal, but for a different reason

2/27/2026

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.

Economy & Policy

Examining AI-fueled volatility

2/27/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Supreme Court tariff ruling: What does it mean for the economy and markets?

2/26/2026

While there could be near-term market volatility, the long-term outlook for tariff policy is largely unchanged.

Economy & Policy

Examining the mismatch between consumer sentiment and economic growth

2/24/2026

Raymond James Chief Economist Eugenio J. Alemán evaluates the January 2026 employment report and consumer sentiment.

Economy & Policy

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