Vice President at Woodforest Wealth Strategies | Investor | Speaker | Financial Advisor, Raymond James / Husband / Bilingual CERTIFIED FINANCIAL PLANNER™
Experienced CERTIFIED FINANCIAL PLANNER™ specializing in financial planning for executives and business owners. Focused on the needs of first-generation wealth to guide them on successfully growing, protecting, and transferring their wealth to their legacy. Assisted with providing CFO family office services, including tax-effective estate planning strategies and custom wealth transfer plans to ult
05/01/2026
Equity futures point to a mostly higher open this morning after yesterday's earnings-fueled rally pushed the S&P 500 and Nasdaq Composite to fresh record highs.
Read more in the Morning Brew.
Morning Brew: May 1, 2026 amazonaws.com
05/01/2026
Markets surged in April as strong earnings and tech leadership pushed major indexes to record highs. Recent jobs data suggests labor conditions are improving. CIO Larry Adam shares perspective in today's Up & Adam.
Up & Adam: Daily market insights: May 1, 2026 amazonaws.com
05/01/2026
As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:
April review: Markets advance through global volatility raymondjames.com
04/30/2026
The market momentum has been impressive with many major indices pushing to new highs, but earnings season may test the market resolve.
Read more in the Weekly Market Guide.
Weekly Market Guide: April 29, 2026 amazonaws.com
04/30/2026
Equity futures point to a higher opening this morning as the market reacts to the earnings reports of some of its largest components, while a pullback in oil prices adds to the positive sentiment.
Read more in the Morning Brew.
Morning Brew: April 30, 2026 amazonaws.com
04/30/2026
Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
Up & Adam: Daily market insights: April 30, 2026 amazonaws.com
04/29/2026
Equity futures point to a slightly higher opening this morning as the market gears up for a day full of potential catalysts.
Read more in the Morning Brew.
Morning Brew: April 29, 2026 amazonaws.com
04/29/2026
With mega-cap tech earnings on deck, capital spending is in focus. At the same time, rising yields and oil prices are shaping the broader market outlook. CIO Larry Adam shares insight in today's Up and Adam.
Up & Adam: Daily market insights: April 29, 2026 amazonaws.com
04/28/2026
Equity futures point to a lower open as oil prices move higher while the market assesses a hefty slate of earnings reports. The major averages are coming off a mostly higher finish.
Read more in the Morning Brew.
Morning Brew: April 28, 2026 amazonaws.com
04/28/2026
Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
Up & Adam: Daily market insights: April 28, 2026 amazonaws.com
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