09/07/2026
Wishing you a safe and happy Labor Day!
Management and preservation of your wealth.
09/07/2026
Wishing you a safe and happy Labor Day!
09/04/2026
As summer comes to an end, several forces are shaping the conversation around the markets and economy. Raymond James Chief Investment Officer Larry Adam explores the trends worth watching and the factors that could influence the path ahead.
Weekly Headings: September 4, 2026 raymondjames.com
08/28/2026
Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.
Weekly Headings: August 28, 2026 raymondjames.com
08/24/2026
For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://www.raymondjamesconnect.com/ffYC89
08/21/2026
Congratulations, Karla and Joe! πβ¨
From all of us at the Global Wealth Solutions Group, Congratulations on your engagement!
Thank you for letting us celebrate this special milestone with you. It was truly a joy to share in your happiness and excitement as you begin this wonderful new chapter together. We wish you both a lifetime filled with love, laughter, cherished memories, and endless happiness.
Cheers to you both and your beautiful future together! π₯β€οΈ
08/21/2026
Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:
Infographic: 7 strategies to strengthen your 401(k) raymondjames.com
08/21/2026
Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.
Weekly Headings: August 21, 2026 raymondjames.com
08/18/2026
π Team Member Tuesday π
This week we're excited to spotlight Ken!
Ken is passionate about developing innovative investment solutions that help clients achieve their financial goals. Drawing on his extensive experience and strategic approach, he specializes in designing sophisticated investment strategies that help clients navigate complex financial challenges and pursue better outcomes.
Outside of work, Ken enjoys traveling with his wife and daughter, with the Dalmatian Coast of Croatia ranking among his favorite destinations. Whether strolling along the coast or taking in the local culture, he values the opportunity to explore the world with his family by his side.
We're fortunate to have Ken's experience, perspective, and positive influence helping shape our team each day.
π Thanks for all you do, Ken! π https://www.raymondjamesconnect.com/fnvana
08/14/2026
While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings.
Weekly Headings: August 14, 2026 raymondjames.com
08/11/2026
π Team Member Tuesday π
This week we're excited to spotlight Lexi!
Lexi supports our clients and advisors with account openings, money movement requests, and day-to-day client service needs. Her attention to detail, responsiveness, and commitment to excellent service make her a valuable member of our team.
Outside of work, Lexi loves to travel and explore new destinations, with Greece being her favorite place to visit. As a big Mamma Mia fan, she especially enjoys everything about the Greek island lifestyle. She's also a dedicated dog lover and loves spending time with her furry companions. πΎβ€οΈ
We're grateful for Lexi's dedication, positive attitude, and the care she brings to her work every day.
π Thanks for all you do, Lexi! π https://www.raymondjamesconnect.com/fdquXy