A Wealth Of Information at your fingertips
The valuable resources we have compiled here are designed to help you gain a greater understanding of financial matters as they pertain to you personally and broader financial issues that affect all investors. This page is updated often, so bookmark this page and revisit regularly.
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
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
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
Infographic: College-bound? A checklist to prepare students and parents
The last two years of high school are particularly important – for students and parents – when preparing for college.
Family & Lifestyle
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
Monetary policy: Rules vs. discretion or a happy medium?
8/22/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Leveraging your IRA for charitable giving
How to make a meaningful impact with your RMDs.
Estate & Giving
Transitioning into adulthood
The financial and emotional investments parents make.
Family & Lifestyle
The new 'kids' on campus
Older adults reap the rewards of free education.
Family & Lifestyle
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
Are student loan defaults a concern for the economy?
8/15/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
