CoastalStates Wealth Management of Raymond James

10/21/2025

Enjoying a little BBQ from one of the best in Texas after a long day of longevity planning with Dr. Joe from the MIT AgeLab

08/17/2025

Congrats to a true champion! Thanks David at Matrix Capital. I appreciate the new relationships, and watching a glimpse of Scotty.

07/23/2025

Some weeks, the stock market feels like an Ozzy Osbourne concert — loud, unpredictable, and a little wild.

But as Ozzy once said, “I’m going off the rails on a crazy train!” — the key is not jumping off too soon.

Volatility is part of the ride, but that’s why you need a strategy grounded in fundamentals, not fear. Whether the market’s rocking hard or slowing to a ballad, we help you stay on track with long-term goals and disciplined planning.

Want to make sure your portfolio isn’t just screaming into the void? Let’s talk. 🤘📊

03/21/2025

President Trump is set to reveal new tariff plans in the coming weeks that could impact the recent streak of increased volatility. CIO Larry Adam highlights the economic and market unpredictability and how Trump's upcoming decision could bring relief in the latest Weekly Headings.

www.raymondjames.com

03/20/2025

Trade uncertainty has continued to weigh on equities, with the S&P 500 down -10% at its recent lows. When uncertainty is high, volatility and emotional decisions can follow suit.

Read more in the Weekly Market Guide.

www.raymondjames.com

03/14/2025

Recent market turbulence has caused unsettling headlines and economic uncertainty. Chief Investment Officer Larry Adam reminds us that volatility is a normal part of investing and why this pullback is likely temporary in the latest Weekly Headings.

www.raymondjames.com

03/07/2025

Tariffs and economic uncertainty are causing a stir, but it's not all bad news. CIO Larry Adam highlights the positive signs to keep our sights on that could keep the economy and markets on track in the latest Weekly Headings.

www.raymondjames.com

03/03/2025

News out of Washington drove a tumultuous month of trading which saw domestic large caps mostly hold the line, small caps take the brunt and Euro stocks record a strong start to the year. See more in our market recap.

raymondjames.com

02/28/2025

In his latest Weekly Headings, CIO Larry Adam details key factors driving recent market volatility and looks ahead on how the economy and markets may be impacted.

www.raymondjames.com

02/27/2025

Normal Drawdown During Period of Uncertainty: Despite a pullback from highs, falling back below the 50-DMA, we believe the current market reaction to heightened uncertainty appears to be a "normal" pullback. Read more in the Weekly Market Guide.

www.raymondjames.com

02/21/2025

In his latest Weekly Headings, CIO Larry Adam outlines five reasons his team continues to favor U.S. equities over European equities.

02/20/2025

S&P 500 Remains Resilient, but Rising Uncertainty May Cap Upside in the Near-Term: Typically, equity markets do not favor uncertainty, which could limit some of the near-term upside for equities, as the recent basing action is likely to continue in the near term. Read more.

www.raymondjames.com