Steve Shadeed, Financial Advisor

06/21/2026

Today we celebrate the dads who lead with strength, kindness and dedication. Wishing you a happy Father's Day!

06/19/2026

Our office is closed today in recognizing Juneteenth as an opportunity to honor history, celebrate progress and commit to the future.

06/18/2026

Raymond James Chief Investment Officer Larry Adam examines what a US-Iran deal and a potential decline in oil prices could mean for the economy, the rate outlook and financial markets in the months ahead.

raymondjames.com

06/18/2026

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.

amazonaws.com

06/18/2026

The S&P 500 has shaken off a bit of volatility over the past week, bouncing near June 2nd highs after a -5% 6-day pullback.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

06/16/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

06/15/2026

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions.

raymondjames.com

06/15/2026

Big news!! Steve proposed to Julie on their family vacation! Congratulations Steve and Julie on your engagement!

06/12/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

06/12/2026

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Raymond James Chief Investment Officer Larry Adam shares what June's meeting could signal for markets and the Fed's path forward:

raymondjames.com