Jeff Ardantz, CFP - Financial Advisor with Raymond James

The 2Q26 earnings season was one for the record books. In the latest Q&A with Investment Strategy, we discuss why we are optimistic that corporate fundamentals can continue to support equity performance.

Q&A with Investment Strategy: 2Q26 Earnings Recap - A Quarter to Remember amazonaws.com

Here's to the hard work behind every goal. Happy Labor Day!

If you own a family business, you know it's much more than a source of income.

It's a legacy, a livelihood, and often a vision that spans generations.

The question is whether your business is prepared for a future transition. Succession planning may not always feel urgent, but it can be one of the most important conversations you have.

Planning today can help protect what you've worked so hard to build.

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

Swipe to learn more.

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

August review: Markets advance despite familiar tensions raymondjames.com

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

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

Giving conditionally raymondjames.com

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advantages are and why they might be right for you:

Selling your business to those who helped you build it raymondjames.com

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

Three questions for evaluating the quality of your retirement life raymondjames.com