Gary J. Curry, Financial Advisor

06/16/2026

This week's report, written by Julian Johnson, Vice President of Fixed Income Private Wealth, shares how municipal investors can benefit from maintaining a long-term, disciplined approach by recognizing that shifting interest rate environments create both challenges and opportunities for income, reinvestment, and portfolio growth.

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06/15/2026

Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style and influence around policy direction.

raymondjames.com

06/10/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

06/10/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

raymondjames.com

06/09/2026

This week's report, written by Gina Fay, Director of Fixed Income Private Wealth, shares how housing bonds can offer municipal investors a compelling combination of high credit quality, tax-exempt income, and enhanced yields while supporting affordable homeownership initiatives.

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06/08/2026

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline.

raymondjames.com

06/05/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

06/04/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

06/03/2026

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James Chief Investment Officer Larry Adam shares why these factors are driving an updated S&P 500 year-end target.

06/02/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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