GrandView Advisors of Raymond James

GrandView Advisors of Raymond James

Share

A well-made financial plan for a well-lived life. Well, that’s what you can expect when you get to know us.

Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan. When is the last time someone has taken a genuine interest in what’s most important to you, both now and for the future? We not only invite you to think bigger about what you want your money to do for you, we want to know what will bring a smile to your face

Weekly Market Guide: September 2, 2026 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

Weekly Market Guide: August 26, 2026 08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

Weekly Market Guide: August 26, 2026 amazonaws.com

Weekly Market Guide: August 19, 2026 08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

Weekly Market Guide: August 19, 2026 amazonaws.com

Weekly Market Guide: August 12, 2026 08/13/2026

Momentum Thrust Pushes S&P 500 to New Highs: The S&P 500 surged more than 5.5% over a five-day period last week, a move exceeding two standard deviations, and strong enough to propel the index to new all-time highs.

Read the Weekly Market Guide.

Weekly Market Guide: August 12, 2026 amazonaws.com

Weekly Market Guide: August 5, 2026 08/06/2026

The S&P 500 finished July flat over the prior 1.5 months, but price action has been very eventful under the surface. Economic resilience and earnings strength continue to be the primary driver of equities.

Read the Weekly Market Guide.

Weekly Market Guide: August 5, 2026 amazonaws.com

Weekly Market Guide: July 29, 2026 07/30/2026

While the market has continued to trade largely sideways over the past week—a continuation of the trend in place since early June—we view this as a healthy consolidation following the strong advance from March through June.

Read the Weekly Market Guide.

Weekly Market Guide: July 29, 2026 amazonaws.com

Weekly Market Guide: July 22, 2026 07/23/2026

Market Backdrop: Healthy Consolidation as the Market Remains Rotational: Equity markets continue to digest the powerful advance that began in March, with major indices largely moving sideways since early June.

Read more in the Weekly Market Guide.

Weekly Market Guide: July 22, 2026 amazonaws.com

Weekly Market Guide: July 15, 2026 07/16/2026

The S&P 500 is essentially trading near the same price it was in late May, but plenty is transpiring beneath the surface.

Read more in the Weekly Market Guide.

Weekly Market Guide: July 15, 2026 amazonaws.com

Weekly Market Guide: July 8, 2026 07/09/2026

Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focused on two key catalysts: second-quarter earnings season and renewed geopolitical tensions in the Middle East.

Read more here.

Weekly Market Guide: July 8, 2026 amazonaws.com

Weekly Market Guide: July 1, 2026 07/02/2026

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.

Read more in the Weekly Market Guide.

Weekly Market Guide: July 1, 2026 amazonaws.com

Want your business to be the top-listed Accountant in Charlotte?

Click here to claim your Sponsored Listing.

Location

Telephone

Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm