I help women build wealth without giving up their daily latte habit. โ Saving for retirement doesn't mean sacrificing the little joys that make life sweet.
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
09/01/2026
Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:
Retiring early? 5 ways to help manage health care costs raymondjames.com
08/31/2026
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
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
08/28/2026
"๐ช๐ถ๐น๐น ๐ ๐๐ฎ๐๐ฒ ๐๐ป๐ผ๐๐ด๐ต?" โ ๐ง๐ต๐ฒ ๐๐ฒ๐ฎ๐ฟ ๐๐ฒ๐ต๐ถ๐ป๐ฑ ๐๐ต๐ฒ ๐ก๐๐บ๐ฏ๐ฒ๐ฟ๐
You've saved. You've worked hard.
But the question still haunts youโฆ
"๐ช๐ถ๐น๐น ๐ ๐ต๐ฎ๐๐ฒ ๐ฒ๐ป๐ผ๐๐ด๐ต?"
This fear shows up whether you have $50K saved or $5 million.
Because it's not just about the numbers โ it's about security. Confidence.
What if you knew:
โจ How long your money will last.
โจ Where your income will come from.
โจ That you won't have to depend on anyone else.
That's the kind of clarity we build together.
And yes, it is possible โ without extreme budgeting or giving up the good stuff (your Friday lattes are safe with me โ๐
).
๐ฌ If this question keeps you up at night, comment "ENOUGH" and let's chat about it.
CSP # 808030
08/26/2026
Happy ๐ก๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ผ๐ด ๐๐ฎ๐ from the financial advisor whose office sometimes includes one very opinionated German Shepherd named Maui. ๐พโค๏ธ
Maui has taught me a few things about life.
Always be excited to see your people.
Never underestimate the value of a good walk.
If someone opens the refrigerator, investigate immediately. ๐
And when you find something worth protecting, protect it fiercely.
That last one feels pretty appropriate for what I do every day.
We work hard to build our lives. Our careers. Our homes. Our families. Our savings. Our dreams.
And eventually, we realize that building something is only part of the equation. Protecting it matters too.
That doesn't mean living your life worried about every possible "what if."
Quite the opposite.
Having a thoughtful financial strategy can give you the confidence to spend more time enjoying the things that actually matter.
More adventures.
More beach days. ๐
More coffee dates. โ
More cupcakes. ๐ง
More time with the people you love.
And definitely more walks with the dog who thinks your entire schedule should revolve around him. ๐๐พ
Today, though, Maui says we are officially taking a break from serious financial conversations.
It's ๐ก๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ผ๐ด ๐๐ฎ๐.
Show me the furry CEO running YOUR household. Drop your favorite dog photo in the comments. ๐ถโค๏ธ
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
08/14/2026
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
08/07/2026
The S&P 500 reached its 25th record high of the year as corporate earnings remain exceptionally strong. Raymond James Chief Investment Officer Larry Adam examines key takeaways from second quarter earnings season so far:
Weekly Headings: August 7, 2026 raymondjames.com
08/03/2026
Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:
July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty raymondjames.com
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