Season 59 Financial

Today's market backdrop reflects a tension between expectations and reality, with a resilient economy despite higher oil prices and geopolitical noise. Raymond James Chief Investment Officer Larry Adam shares the key drivers shaping the economic outlook:

Investing outlook: strength, surprises and the road ahead raymondjames.com

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

July 2026 Investment Strategy Quarterly raymondjames.com

A quarter millennium of big dreams. Happy Fourth of July!

A strategic approach to charitable giving can help amplify your company's values and community impact. Explore how donor advised funds can bring greater flexibility and efficiency to corporate philanthropy:

Enhance your corporate giving strategy with a donor advised fund raymondjames.com

Simple Ways to Save in Retirement tucson.com

Your Retirement Plan May Be Missing One Crucial Ingredient money.com

What Retirement Actually Feels Like: Why The First Year Matters More Than You Think forbes.com

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

Longevity Planning Thrive Guide raymondjames.com

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities:

Is your business a solo show? Learn about owner-only 401(k) plans raymondjames.com

This week's report, written by Ted Ruddock, Managing Director of Fixed Income Private Wealth, shares how toll road municipal bonds can offer investors diversified, high-quality income opportunities with potential yield advantages supported by strong revenue streams and essential infrastructure demand.

Municipal Bond Investor Weekly: June 22, 2026 amazonaws.com