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.
From a performance standpoint, it's been a summer to remember
8/27/2025
Raymond James Chief Investment Officer Larry Adam notes that most of the risk penciled in at the start of summer was erased as the season progressed.
Markets & Investing

Will the market be ready when you are?
8/25/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing

Equities and bonds post one of their best summers in recent history
8/22/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Five key takeaways from earnings season
8/15/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
When borrowing can be a smart strategy
Borrowing can offer flexibility and align with long-term financial goals.
Markets & Investing
Generating revenue from unused land
Whether you own land already or intend to buy some in the future, here are some ways to make the most of your investment.
Markets & Investing
Generational wealth
8/11/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing