Perino Wealth Management of Raymond James

Direct indexing: An innovative and customizable capital markets strategy. The high tax efficiency and customization offered by direct indexing make it useful for managing a variety of common financial scenarios, including: liquidity events, assets in transition, concentrated positions, Core portfolio construction, and giftings assets.

Direct indexing: An innovative and customizable capital markets strategy raymondjames.com

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

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

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

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

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

Structured investments for times of volatility. An innovative approach to your investment objectives.

Structured investments for times of volatility raymondjames.com

Sept. 2 - Equity futures point to a mostly lower opening this morning following Tuesday's relatively sharp retreat. A surge in oil prices and pronounced weakness across technology stocks weighed heavily on the broader market.

Read Morning Brew.

Morning Brew: September 2, 2026 amazonaws.com

Cash balance plans: A gamechanger for high-income business owners. How you can boost retirement savings and slash your tax liability.

Cash balance plans: A gamechanger for high-income business owners raymondjames.com