Charles Alfaro - Raymond James

10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

09/17/2026

The fed funds rate just went up 0.25%. Does that mean longer term rates will go up? Not necessarily. High yield savings accounts and other short term rates should, but the point of increasing the fed funds rate is to hopefully stabilize or even lower longer term rates.

09/16/2026

Scaling your advisory business shouldn't mean every client gets the same portfolios. Index funds have their place, but I still believe in doing the research and looking for opportunities to add value beyond a cookie-cutter model.

09/09/2026

I don't believe every portfolio should be 100% passive. Diversified ETFs and index funds should be the core for many investors. But when a great stock trades at a reasonable valuation, owning it individually can make sense. Finding those opportunities is part of my job.

09/02/2026

I posted about software showing a bullish divergence back in May. Software went on a nice run not very long after. The space is facing a possible bearing divergence. Always remember that consolidation is generally healthy in markets after big rallies.

08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

08/26/2026

Something worth paying attention to:

08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

06/30/2026

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

raymondjames.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