Phil LaFreniere, Financial Advisor with Raymond James

Phil LaFreniere, Financial Advisor with Raymond James Financial advisor helping business owners, professionals, and families align their wealth to their goals through thoughtful planning and portfolio guidance

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations wi

thin their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/29/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
05/29/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
05/28/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

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Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

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Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices...
05/28/2026

Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices. CIO Larry Adam shares insight on the latest earnings signals and what they may suggest for demand in the second half of the year.

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Swimming taught me that progress rarely comes from one perfect workout.It comes from consistency, better technique, stea...
05/27/2026

Swimming taught me that progress rarely comes from one perfect workout.

It comes from consistency, better technique, steady pacing, and good coaching over time.

Financial planning works in a similar way.

Small improvements, made consistently, can help create better habits, better decisions, and a more thoughtful path forward.

The goal is not to predict every outcome. The goal is to build a plan, stay disciplined, and keep adjusting as life changes.

These are great topics to bring up in your next planning conversation.

With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reache...
05/27/2026

With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reached another milestone. CIO Larry Adam explains today's market-moving headlines in Up & Adam.

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The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets we...
05/26/2026

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets weigh progress toward a potential US-Iran deal. CIO Larry Adam shares insight in today's Up & Adam.

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