Banks Carroll Group

09/08/2026

As summer comes to an end, several forces are shaping the conversation around the markets and economy. Raymond James Chief Investment Officer Larry Adam explores the trends worth watching and the factors that could influence the path ahead.

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09/08/2026

Sept. 8 - Equity futures point to a lower opening this morning as crude oil prices climb following an exchange of strikes between the U.S. and Iran over the weekend.

Read the Morning Brew.

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08/28/2026

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

08/27/2026

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?

The answer often starts with understanding the role each asset plays within your overall financial plan.

When every dollar has a purpose, you may gain greater confidence in both your retirement goals and the legacy you hope to leave behind.

A thoughtful review can help uncover opportunities and bring greater clarity to long-term planning decisions.

08/27/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

08/26/2026

This week's report, written by Ted Ruddock, Managing Director and Co-Head of Fixed Income Private Wealth, shares how changing supply and demand dynamics, elevated municipal yields, and upcoming Federal Reserve decisions are creating attractive opportunities for investors seeking tax-efficient income.

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08/25/2026

New wage growth numbers might be good news for workers, but a concern for the Fed. Chief Investment Officer Larry Adam summarizes what we're watching in today's Up & Adam.

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08/25/2026

August 25 - Equity futures point to a higher opening this morning as stocks look to bounce back from a mostly lower finish yesterday, as semiconductor stocks again weighed against relative strength in the broader market.

Read more in the Morning Brew.

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08/24/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

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