PROACTIVE WEALTH MANAGEMENT As professional advisors, we can offer you personalized, comprehensive financial planning, not a generic investment program.
Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. Our approach is based upon "management by objectives" assisting clients to set and quantify short and long term life objectives, formulating an achievable plan, and implementing the plan. Our philosophy for investing is straightforward: we focus on becoming your partner in building the future y
02/02/2026
US stocks finished higher for the month after a busy start, and the economy remains cool but resilient. Read the details in the January market recap:
January review: Markets push past geopolitics raymondjames.com
02/02/2026
Senior Strategist Doug Drabik draws a comparison between Groundhog Day and investing. Punxsutawney Phil has been officially prognosticating the weather since 1887. How nice it would be to have a "Washington Wally" to be the Seer of Seers for financial prognostication. Fortunately for us, fixed income portfolio allocations are more about strategic planning than prediction. We are in a healthy financial environment that lends itself to fixed-income opportunities.
Weekly Bond Market Commentary: February 2, 2026 raymondjames.com
02/02/2026
Equity futures point to a lower opening this morning after the major averages finished lower on Friday and mostly lower for the week.
Read more in the Morning Brew.
Morning Brew: February 2, 2026 amazonaws.com
02/02/2026
With a partial government shutdown underway, markets are watching this week's Treasury refunding announcement for signals on future borrowing plans. CIO Larry Adam provides insight in today's Up & Adam.
Up & Adam: Daily market insights: February 2, 2026 amazonaws.com
01/30/2026
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.
Weekly Headings Snapshot: January 30, 2026 amazonaws.com
01/30/2026
Several factors are influencing market sentiment. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam provides perspective on "Sell America," tech underperformance and more:
Weekly Headings: January 30, 2026 raymondjames.com
01/30/2026
Outgoing Federal Reserve Chair Jerome Powell's defended the independence of the institution in comments this week. Raymond James Chief Economist Eugenio Alemán explains the importance in the latest Weekly Economics:
Weekly Economic Commentary: January 30, 2026 raymondjames.com
01/30/2026
Equity futures point to a lower opening this morning after stocks finished mostly lower yesterday in reaction to a slate of mega-cap earnings.
Read more in the Morning Brew.
Morning Brew: January 30, 2026 amazonaws.com
01/30/2026
With Kevin Warsh named as President Trump's nominee for Fed chair, investors weigh his past Fed criticism against his recent support for rate cuts. Markets saw a firmer dollar and a steeper yield curve. CIO Larry Adam provides insight in Up & Adam.
Up & Adam: Daily market insights: January 30, 2026 raymondjames.com
01/29/2026
Equity futures point to a modestly higher opening this morning following a flattish showing yesterday that saw stocks largely drift sideways ahead of key mega-cap tech earnings.
Read more in the Morning Brew.
Morning Brew: January 29, 2026 amazonaws.com
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