Banks Carroll Group

05/28/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

raymondjames.com

05/28/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

raymondjames.com

05/27/2026

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

05/27/2026

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.

amazonaws.com

05/26/2026

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

05/26/2026

Equity futures point to a higher opening this morning as investors return from the long holiday weekend to headlines of negotiation progress between the U.S. and Iran.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

05/25/2026

This week's report, written by Julian Johnson, Vice President of Fixed Income Private Wealth, shares why municipal water and sewer bonds continue to offer investors stable, essential-service driven income and attractive relative value opportunities within today's fixed income market.

amazonaws.com

05/20/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

raymondjames.com

05/20/2026

Equity futures point to a lower opening this morning as mega-cap and tech stocks are poised for a continuation of yesterday's weakness.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

05/20/2026

Record Memorial Day travel projections signal resilient consumer demand despite higher prices. CIO Larry Adam shares insight in today's Up & Adam.

05/19/2026

Style and sustainability can go hand in hand. Explore how fashion rental services provide a cost-conscious way to enjoy new styles while reducing waste:

raymondjames.com