Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Webinar replay: Grateful for Growth: A Look at Consumers, Policy, & Markets
11/10/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Expansionary & recessionary periods
11/10/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Marking one year since the election of President Trump
11/7/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A check on the health of US consumers
11/7/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
2025 Business Owner Report: How business owners are planning their futures
Business ownership creates distinct opportunities and challenges for personal wealth. In a recent survey, Raymond James asked business owners how they are managing them.
Business Ownership
Markets offer plenty to be thankful for heading into the holidays
11/5/2025
Raymond James Chief Investment Officer Larry Adam addresses the forces shaping the markets through year-end – and what to watch as we head into 2026.
Markets & Investing