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.
Shared goals and growth
Joint brokerage accounts offer a collaborative approach to investing.
Markets & Investing
January review: Markets push past geopolitics
2/2/2026
Despite pockets of volatility to start the year, equity markets finished higher in January.
Markets & Investing
Don’t Rely on the Seer of Seers
2/2/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Perspective on factors influencing market sentiment
1/30/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Making sense of precious metals
1/26/2026
Raymond James Chief Investment Officer Larry Adam evaluates gold and silver as portfolio diversifiers.
Markets & Investing
Looking at the big picture
1/26/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Two key catalysts with potential to stir markets
1/23/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing