Markets & Investing January 06, 2026 Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy. In 2025, the S&P 500 delivered double-digit returns for a third straight year. Heading into the fourth year of the bull market, Raymond James Chief Investment Officer Larry Adam identifies 10 themes to watch in 2026. His message: The outlook remains positive, but a year that could present an array of uncertainties for the markets and economy

Tax Planning Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill. As the year comes to a close, it may be a good time to check on your investments with an eye toward tax implications. Keeping long-term investment goals in mind, a trusted advisor can help you consider adjustments that could impact your typical year-end planning. Manage your income and deductions If you’re at or near the next tax rate threshold, pay close atten

Markets & Investing Strategically sell company stock and achieve your personal wealth goals. As a corporate executive or insider, owning stock or other equity holdings in your company shows your commitment to the business, but it’s important to realize the risks of an overly concentrated position. If you’re looking to diversify your portfolio or liquidate assets, a Rule 10b5-1 plan can help you sell company shares systematically and strategically. Here’s how it works. What is

Economy & Policy October 31, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Markets were taken by surprise by Federal Reserve (Fed) Chair Powell’s strong suggestion that a rate cut in December is not a certainty, as they were sure they were going to get one at December’s Federal Open Market Committee (FOMC) meeting. During the press conference, Powell reiterated several times that an interest rate cut in December was not a “foregone conclusion,”

New tax law makes 2025 a strategic year for giving Estate & Giving Highlighting key provisions for itemizers, non-itemizers and corporations. At nearly 900 pages, US legislation known as the One Big Beautiful Bill Act introduced numerous tax law provisions. With so much to decipher, it would be understandable if you skipped over the changes related to charitable giving since they don’t go into effect until 2026. The coming changes, however, have strategic implications for 202

Retirement & Longevity Consider the benefits and limits associated with making post-tax contributions to an IRA. Thinking about opening...

Economy & Policy October 01, 2025 Shutdowns typically do not make sizeable impacts on the markets or the economy, though the potential...

Estate & Giving Highlighting key provisions for itemizers, non-itemizers and corporations. At nearly 900 pages, US legislation known as...

Retirement & Longevity The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and...

Marketing & Investing Earnings results surpassed expectations for the third consecutive quarter, which drove the market's strong August...

Markets & Investing The most human economic report has a name meant to be uninspired. Don’t let all the math fool you. At its heart, the...

Markets & Investing Borrowing can offer flexibility and align with long-term financial goals. When it comes to personal finance,...

Markets & Investing An innovative approach to your investment objectives What if you could capture the potential gains of the S&P 500,...

Economy & Policy Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy....

Technology & Innovation Good or bad? With social media, it’s all about how you use it. Robert Frost was being wry, which as all wry...

Markets & Investing What makes gold a widely considered inflation hedge for shielding wealth? Gold is a commodity like no other. Coveted...

Markets & Investing Technology and trends have made individual investors an important part of the private market. As a symbol of economic...

With fall in the air, it’s a great time for a road trip! With the economy, election, and markets at a crossroads, we want to share the...

MARKETS & INVESTING February 02, 2024 Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for...