The Perl Group of Raymond James

06/03/2026

NBC News reports that Iran launched rocket and drone attacks in the Persian Gulf, and the U.S. conducted self-defense strikes on Iran's Qeshm Island.

Equity futures point to a lower opening this morning.

Read more in the Morning Brew.

06/02/2026

An inheritance. A bonus. A big payout.

It feels like freedom, but without a plan, it can quickly turn into stress.

Sudden wealth often brings unexpected challenges:
• Overspending creep
• Tax surprises
• Pressure from others
• No clear long-term strategy

The truth? Wealth is only powerful if it's managed with intention.

With the right guidance, you can turn a windfall into something meaningful: security, impact, and lasting legacy.

Visit our site to learn more or schedule your private consultation. https://www.raymondjamesconnect.com/aOP_xz

06/02/2026

Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the latest AI-infrastructure name to rocket higher after a blowout earnings report.

Read more in the Morning Brew.

amazonaws.com

06/01/2026

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major averages close at record highs on Friday, marking the ninth consecutive winning week for the S&P 500.

Read more in the Morning Brew.

amazonaws.com

05/30/2026

You built the business. Will you keep the wealth?

You can grow a $5M, $10M… even $20M business—
…and still lose a huge chunk at exit if you're not positioned correctly.

That's where exit planning comes in.

With strategies like QSBS, 1031 exchanges, and ESOPs, the right planning can mean:
1) Dramatically reduced taxes
2) Better timing of your sale
3) A clear path from business owner → financially independent

The catch? These strategies aren't last-minute decisions.

The earlier you plan, the more options you have.

If you're a business owner anticipating a future sale, visit our site to learn more and request a consultation. Because by the time you're ready to sell, many opportunities to keep *more* wealth in your family - will have already been lost. https://www.raymondjamesconnect.com/altPLt

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.

amazonaws.com

05/29/2026

Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing highs in yesterday's action, with the S&P 500 and DJIA also notching record intraday highs.

Read more in the Morning Brew.

amazonaws.com

05/28/2026

Is selling a business part of your plan? Your exit outcome is decided YEARS before you sell.

Most owners think the deal is everything.
In reality, what you do years before the deal determines how much you keep.

Exit planning isn't just about selling—it's about:
1) Minimizing taxes
2) Structuring your business for maximum value
3) Turning a one-time event into long-term wealth

The difference between a good exit and a great one?
Planning early—with the right strategy and the right advisor.

Visit our Video Library for more, or request a consultation with the advisory team at The Perl Group. Because by the time you're ready to sell…
many of your biggest opportunities are already gone. https://www.raymondjamesconnect.com/axVb5s

05/28/2026

If you're getting financial information from social media or AI… this is worth a pause.

Recent commentary from FINRA highlighted something important:

Investors who rely on "finfluencers" or AI-generated guidance may actually be more likely to fall victim to bad advice—or even fraud.

A few things to keep in mind:

-Just because something sounds informed doesn't mean it's informed
-AI tools often pull from blogs, social media, and unverified opinions
-Popularity ≠ expertise
-Disclaimers like "not financial advice" don't reduce real-world impact

One stat that stood out:
Among fraud victims, nearly 70% of social media/finfluencer followers lost money, compared to ~30% of others.

This isn't about avoiding new tools—AI and digital platforms can be incredibly useful.

But when it comes to major financial decisions, it's worth asking: Where is this information coming from and who is accountable if it's wrong?

The more complex your financial situation becomes, the more that question matters.

05/28/2026

Equity futures point to a modestly lower opening this morning as an escalation in hostilities between the U.S. and Iran sends oil prices higher.

Read more in the Morning Brew.

amazonaws.com