The Perl Group of Raymond James

The Perl Group of Raymond James Experienced, credentialed financial advisors specializing in business owners, high net worth situations, and divorce planning.

We welcome the opportunity to serve you and your family.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/09/2026

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.

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Oct. 9 - Equity futures point to a higher open this morning, supported by a rebound in semiconductor and other AI-relate...
10/09/2026

Oct. 9 - Equity futures point to a higher open this morning, supported by a rebound in semiconductor and other AI-related stocks following yesterday's sharp selloff.

Read the Morning Brew.

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Oct. 8 - A renewed rise in oil prices and Treasury yields threatens to undermine yesterday's recovery, with higher energ...
10/08/2026

Oct. 8 - A renewed rise in oil prices and Treasury yields threatens to undermine yesterday's recovery, with higher energy costs adding to inflation concerns and elevated borrowing costs continuing to weigh on the broader market.

Read the Morning Brew.

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Oct. 7 - Equity futures point to a lower opening this morning after the S&P 500 and NASDAQ reached record highs. Rising ...
10/07/2026

Oct. 7 - Equity futures point to a lower opening this morning after the S&P 500 and NASDAQ reached record highs. Rising Treasury yields and oil prices are creating renewed pressure, while mega-cap and tech names are trading lower.

Read the Morning Brew.

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Oct. 6 - Equity futures point to a higher open this morning as stocks look to build upon a solid start to the week. Oil ...
10/06/2026

Oct. 6 - Equity futures point to a higher open this morning as stocks look to build upon a solid start to the week. Oil prices and Treasury yields are both moving lower this morning, adding to the constructive backdrop for equities.

Read the Morning Brew.

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Oct. 5 - Equity futures are pointing to a modestly lower start this morning as investors return from a week in which ele...
10/05/2026

Oct. 5 - Equity futures are pointing to a modestly lower start this morning as investors return from a week in which elevated Treasury yields and narrow market leadership remained key influences on the broader market.

Read more in the Morning Brew.

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Oct. 2 - Equity futures point to a higher open this morning as oil prices move firmly lower, which has in turn caused U....
10/02/2026

Oct. 2 - Equity futures point to a higher open this morning as oil prices move firmly lower, which has in turn caused U.S. Treasury yields to move modestly lower as well.

Read more in the Morning Brew.

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Oct. 1 - Equity futures point to a higher opening this morning amid renewed enthusiasm surrounding the AI trade.Read mor...
10/01/2026

Oct. 1 - Equity futures point to a higher opening this morning amid renewed enthusiasm surrounding the AI trade.

Read more in the Morning Brew.

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The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and i...
10/01/2026

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.

Read more in the Weekly Market Guide.

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"But what if…?"It's one of the most common questions we hear in retirement planning.What if inflation stays high? What i...
09/30/2026

"But what if…?"

It's one of the most common questions we hear in retirement planning.

What if inflation stays high?
What if the market has a terrible decade?
What if Social Security benefits are reduced in the future?

My answer is usually: Let's run the numbers and find out.

Maybe the plan shows that you can weather those scenarios without changing a thing. Maybe it tells us we should make an adjustment. Either way, you're making decisions based on information rather than worry.

That's one of the things I love most about what we do. We can't predict the future, but we can help you prepare for a lot of different versions of it.

www.lifehealth.com

Address

2950 E. Harmony Road Suite 255
Fort Collins, CO
80528

Telephone

+19706128550

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