Covenant Capital

09/08/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

09/04/2026

Jess at (now back) from our Boston conference. New knowledge and new friends.

09/03/2026

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.

amazonaws.com

09/01/2026

Jen supplies the office with the most excellent flowers. Always a nice surprise to see the new arrivals.

08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

amazonaws.com

08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

amazonaws.com

08/13/2026

Momentum Thrust Pushes S&P 500 to New Highs: The S&P 500 surged more than 5.5% over a five-day period last week, a move exceeding two standard deviations, and strong enough to propel the index to new all-time highs.

Read the Weekly Market Guide.

amazonaws.com

08/12/2026

Jason working his AI skills.

08/12/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

raymondjames.com