Personalized planning for your financial goals. Rick is committed to providing honest and compassionate financial guidance for his clients.
He offers assistance in comprehensive financial planning services, specializing in insurance and retirement planning. He strives to help clients maintain financial confidence, and has expertise in managing financial risk and developing customized strategies to navigate life’s unexpected challenges. Before joining Raymond James, Rick is an owner and financial advisor at Lake Norman Financial for ov
09/08/2026
Payrolls rebound, corporate bond issuance stays strong, but geopolitical risk is pressuring oil prices once again. CIO Larry Adam has more in this morning's Up & Adam.
Up & Adam: Daily market insights: September 8, 2026 amazonaws.com
09/08/2026
Strategist Drew O'Neil explains that changes in a bond's market price don't change the benefits it provides. Whether the statement shows a gain or loss, the bond continues to provide the same cash flow and yield and will be redeemed on the same date and price.
Weekly Bond Market Commentary: September 8, 2026 raymondjames.com
09/08/2026
Sept. 8 - Equity futures point to a lower opening this morning as crude oil prices climb following an exchange of strikes between the U.S. and Iran over the weekend.
Read the Morning Brew.
Morning Brew: September 8, 2026 amazonaws.com
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
09/04/2026
China's technological rise has captured the world's attention, but is the full story being told? Raymond James Chief Economist Eugenio Alemán explores the realities behind the headlines and why the long-term outlook may be more complex than many assume.
Weekly Economic Commentary: September 4, 2026 raymondjames.com
09/04/2026
See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.
Weekly Headings Snapshot: September 4, 2026 amazonaws.com
09/04/2026
Sept. 4 - Equity futures point to a mostly flat opening as the market awaits the August Employment Report, though some early momentum across semiconductor names has the NASDAQ Composite on track for a firmly higher open.
Read the Morning Brew.
Morning Brew: September 4, 2026 amazonaws.com
09/04/2026
Fed's Waller Supports Holding Rates Steady In September, Lowering Hike Odds. Meanwhile, Japanese Yen Climbs To A Seven-Month High Amid Fresh Signs of Intervention. CIO Larry Adam provides more perspective in today's Up & Adam.
Up & Adam: Daily market insights: September 3, 2026 amazonaws.com
09/03/2026
The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.
Read more in the Weekly Market Guide.
Weekly Market Guide: September 2, 2026 amazonaws.com
09/03/2026
Sept. 3 - Equity futures point to a modestly lower opening this morning following a broad rebound effort from stocks yesterday.
Read the Morning Brew.
Morning Brew: September 3, 2026 amazonaws.com
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