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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.

amazonaws.com

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.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 Snaps...
09/25/2026

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.

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 Snaps...
09/18/2026

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.

amazonaws.com

The price on the window is only part of what a vehicle truly costs.A recent article from CNBC by Sarah Agostino takes a ...
09/17/2026

The price on the window is only part of what a vehicle truly costs.

A recent article from CNBC by Sarah Agostino takes a closer look at the growing cost of car ownership, including insurance, fuel, maintenance and monthly auto loan payments. With insurance premiums rising and many borrowers stretching auto loans over longer terms, transportation can represent a significant and often underestimated portion of a household budget.

For investors and families, this is an important reminder that financial planning extends well beyond investment accounts. Understanding your total expenses and how major purchases affect cash flow, savings, and long-term goals can help you make more informed financial decisions.

I encourage you to read the full article and reach out if you would like to discuss how major expenses fit within your broader financial plan.

cnbc.com

Diesel prices may not be something every investor watches, but their impact can reach nearly every corner of the economy...
09/16/2026

Diesel prices may not be something every investor watches, but their impact can reach nearly every corner of the economy.

In a recent CNN article, Chris Isidore and Matt Egan examine the implications of diesel surpassing $6 per gallon for the first time. Because diesel powers much of the nation's trucking, freight, agriculture and construction activity, higher fuel costs can work their way through supply chains and ultimately affect the prices consumers and businesses pay.

For investors, developments like these are an important reminder to look beyond the headlines and consider how energy costs, inflation and economic conditions may influence markets and long-term financial plans.

I encourage you to read the full article and reach out if you would like to discuss how today's economic environment could affect your investment strategy.

cnn.com

09/11/2026

Oil prices can influence far more than the energy sector. They can affect inflation, corporate earnings, consumer spending and ultimately investment markets.

In a recent Quartz article, writer Cris Tolomia examines the International Energy Agency's updated oil supply and demand forecasts amid continued geopolitical uncertainty involving Iran.

For investors, developments like these are an important reminder that portfolios should be built to navigate changing economic conditions, not react to every headline. Energy price volatility can create ripple effects across sectors and asset classes, reinforcing the value of diversification, disciplined allocation and maintaining a long-term perspective.

Market conditions will continue to evolve, but your investment strategy should remain grounded in your goals, risk tolerance and time horizon.

If you have questions about how current market developments may affect your portfolio, I welcome the opportunity to connect.

qz.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 Snaps...
09/11/2026

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.

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 Snaps...
09/04/2026

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.

amazonaws.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
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:

raymondjames.com

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