Geiger Wealth Management of Raymond James

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

05/29/2026

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:

raymondjames.com

05/29/2026

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

05/29/2026

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

05/29/2026

🎓✨ Happy National 529 Day! ✨🎓
May 29 (5/29) is a great reminder to learn more about 529 plans—tax-advantaged savings accounts designed to help families prepare for future education expenses.
A 529 plan may offer benefits like:
📚 Tax-deferred growth
💼 Tax-free withdrawals when used for qualified education expenses
🏫 Flexibility to use funds at many eligible schools
Keep in mind, investment returns are not guaranteed, and your savings can fluctuate based on market performance. Each plan has its own rules, fees, and potential state-specific benefits, so it's important to review your options carefully.
Whether you're just getting started or revisiting your strategy, National 529 Day is a good opportunity to explore how education savings can fit into your overall financial plan.

05/29/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

05/28/2026

While global supply disruptions push gas prices higher, American consumers are far less reliant on gasoline than in the past. Learn more about gas price volatility's impact on US consumers:

raymondjames.com

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

05/28/2026

Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices. CIO Larry Adam shares insight on the latest earnings signals and what they may suggest for demand in the second half of the year.

amazonaws.com