Markets & Investing April 30, 2026 April showed us just how sensitive markets can be to a small number of powerful forces: energy prices, inflation, and geopolitical risk. The conflict in the Middle East dominated headlines, with a ceasefire helping to steady markets even as energy prices remained elevated. The stage could be set for further gains if disruptions to key shipping routes are ultimately resolved. Consumers have remained resilient, and labor markets have remained

Markets & Investing April 07, 2026 Geopolitical tensions and disruptions to global energy supply often lead to higher gas prices at the pump. Amid the current conflict in Iran, oil prices have surged to above $100 per barrel for the first time since 2022. Although the US is a net exporter of oil, Americans are not immune to rising global oil prices that push gasoline costs higher. Oil is a global market, so when prices rise, they increase across the board, including in count

Markets & Investing March 25, 2026 Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook Rapid advances in artificial intelligence, persistent geopolitical tensions – particularly the conflict in Iran – and ongoing trade uncertainty have kept headlines loud and emotions elevated, ultimately demanding investors remain adaptive and disciplined. In this kind of environment, the biggest mistakes come from reacting to noise r

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...