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.
Extension swaps: Locking in income for longer
7/27/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
How today's AI rally differs from the dot-com bubble
7/27/2026
Raymond James Chief Investment Officer Larry Adam shares three key differences between the dot-com bubble of the late '90s and today's market backdrop.
Markets & Investing
Strong fundamentals mask rising geopolitical risk
7/24/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A technology unlike any before it?
7/24/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
The new retirement playbook
How retirees are reshaping side hustles by prioritizing creativity, human connection and purpose, with extra income as an added benefit.
Retirement & Longevity
Active ETFs surge forward
An investment “wrapper” long affiliated with index funds is showing what else it can do.
Markets & Investing
The art of influence
Championing cultural philanthropy while bolstering your brand
Estate & Giving