Stratudex Financial of Raymond James - Brett Hickman

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

Rule change affects high earners making catch-up contributions raymondjames.com

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward.

Plan beyond the present raymondjames.com

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

The S&P 500 underwent a historic 13-day rally to close at new all-time highs on Friday. The sharp +12% advance from oversold levels came on signs of flexibility and potential progress between the US-Iran.

Read more in the Weekly Market Guide.

Weekly Market Guide: April 22, 2026 amazonaws.com

While the situation remains fluid, market volatility has eased notably. This coincides with a weakening U.S. dollar, oil prices falling back below $100 per barrel, and the 10 year Treasury yield moving under 4.3%.

Read more in the Weekly Market Guide.

Weekly Market Guide: April 15, 2026 amazonaws.com

An unexpected tax bill can create stress, especially when you are focused on long-term goals. Find out how smart planning can help you navigate surprise obligations with confidence:

Unexpected tax bill? Avoid compromising your long-term plan raymondjames.com

While global supply disruptions push gas prices higher, American consumers are far less reliant on gasoline than in the past. Learn more about gas price volatility's impact on US consumers:

What drives gas price volatility and how it impacts US households raymondjames.com

Global markets are experiencing a risk-on rally today, following last night's announcement of a two-week ceasefire between the US and Iran.

Read more in the Weekly Market Guide.

Weekly Market Guide: April 8, 2026 amazonaws.com

Corporate executives, consider these 5 retirement strategies as part of your plan:

Retirement planning considerations for corporate executives raymondjames.com

We are in the fifth week of the conflict, and markets remain highly sensitive to oil market developments. Until we see a meaningful reversal in the recent uptrend in oil prices, sentiment is unlikely to improve.

Read more in the Weekly Market Guide.

Weekly Market Guide: April 1, 2026 amazonaws.com

Equities remain volatile through the back-and-forth of US-Iran headlines and oil prices. The S&P 500 has drifted marginally lower, currently near its 200-day moving average and 5.5% off highs.

Read more in the Weekly Market Guide.

Weekly Market Guide: March 25, 2026 amazonaws.com

Ready for your small business to start offering retirement plans to employees? Start here:

Setting your team up for success in retirement raymondjames.com