Mahler Wealth Management

10/09/2026

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the current cycle compares with history and whether the rally still has room to run.

raymondjames.com

10/09/2026

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goods imports, fueled by AI and data center investment, could support future economic growth in the latest Weekly Economics.

raymondjames.com

10/09/2026

Oct. 9 - Equity futures point to a higher open this morning, supported by a rebound in semiconductor and other AI-related stocks following yesterday's sharp selloff.

Read the Morning Brew.

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10/08/2026

Your financial plan works better when you’re part of the process.

Working with a financial advisor shouldn’t feel like handing everything off and hoping for the best.

It should feel like a partnership.

When we ask for documents, send follow-up questions, or give you next steps, it’s usually because those details matter. Sometimes the things that feel small can affect bigger parts of your financial life, from planning conversations to important decisions down the road.

The more engaged you are, the more helpful we can be.

And if something feels confusing, ask. That’s part of the process too.

Our goal is to help you feel informed, organized, and supported as your plan moves forward.

If you’re working with an advisor, stay involved, ask questions, and keep the conversation going.

10/08/2026

Oct. 8 - A renewed rise in oil prices and Treasury yields threatens to undermine yesterday's recovery, with higher energy costs adding to inflation concerns and elevated borrowing costs continuing to weigh on the broader market.

Read the Morning Brew.

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10/07/2026

Medicare's Income-Related Monthly Adjustment Amount (IRMAA) can affect what some individuals pay for Medicare coverage. Understanding how income may impact future premiums can help support more informed retirement and tax planning decisions. Consider a Medicare coverage review with Chapter to better understand your options and make sure your plan continues to provide the support and benefits that matter most to you. Read the one-pager to get started.

raymondjames.com

10/07/2026

Oct. 7 - Equity futures point to a lower opening this morning after the S&P 500 and NASDAQ reached record highs. Rising Treasury yields and oil prices are creating renewed pressure, while mega-cap and tech names are trading lower.

Read the Morning Brew.

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10/06/2026

Oct. 6 - Equity futures point to a higher open this morning as stocks look to build upon a solid start to the week. Oil prices and Treasury yields are both moving lower this morning, adding to the constructive backdrop for equities.

Read the Morning Brew.

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10/05/2026

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its purpose. A statement reflects what a bond is worth today; an individual bond portfolio is built around the income, cash flow and principal it is designed to deliver over time.

raymondjames.com

10/05/2026

Oct. 5 - Equity futures are pointing to a modestly lower start this morning as investors return from a week in which elevated Treasury yields and narrow market leadership remained key influences on the broader market.

Read more in the Morning Brew.

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