Phil LaFreniere, Financial Advisor with Raymond James

Phil LaFreniere, Financial Advisor with Raymond James

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Financial advisor helping business owners, professionals, and families align their wealth to their goals through thoughtful planning and portfolio guidance

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations wi

07/23/2026

While 18 years may sound like a long time, the window to save for future education expenses can pass quickly. Starting early can help families take advantage of time, compounding and the tax benefits available through a 529 plan.
https://www.raymondjamesconnect.com/a2giA

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

Up & Adam: Daily market insights: July 23, 2026 07/23/2026

As policy uncertainty rises and Treasury yields reach their highest level since early 2025, markets are closely watching next week's Fed meeting. CIO Larry Adam shares key insights into these developments and more in today's Up & Adam.

Up & Adam: Daily market insights: July 23, 2026 amazonaws.com

Up & Adam: Daily market insights: July 22, 2026 07/22/2026

With the S&P 500 near an all time high, looking beneath the surface reveals opportunities that may be overlooked. CIO Larry Adam shares perspective on today's market moving headlines in Up & Adam.

Up & Adam: Daily market insights: July 22, 2026 amazonaws.com

07/21/2026

Education is evolving, but the value of investing in future opportunities remains. Whether a student's path includes a four-year degree, trade school, or professional certifications, today's education landscape offers more options than ever before.
https://www.raymondjamesconnect.com/U8twI

Up & Adam: Daily market insights: July 20, 2026 07/20/2026

As earnings season shifts its focus to Industrials, investors will be watching for insights into demand, infrastructure spending and the broader economic outlook. CIO Larry Adam shares insight in today's Up & Adam.

Up & Adam: Daily market insights: July 20, 2026 amazonaws.com

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