Trail Ridge Financial

06/02/2026

Markets have surged from March lows, with the S&P 500 up roughly 20% during a rare nine-week winning streak. Leadership remains narrow as technology stocks drive much of the advance. CIO Larry Adam provides more perspective in today's Up & Adam.

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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

05/21/2026

In observance of Memorial Day, Traul Ridge Financial will be closed Monday, May 25, 2026. We hope you and your loved ones have a safe and enjoyable holiday!

05/15/2026

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:

05/12/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

05/08/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

raymondjames.com

05/08/2026

Weigh the benefits and limitations of active and passive investment strategies, and understand why it's not an either-or decision:

raymondjames.com

05/01/2026

Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital pieces of your life can factor into your plans and where to start:

raymondjames.com

04/28/2026

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential:

raymondjames.com

04/24/2026

By 2030, half of the world's electricity is predicted to come from renewables and nuclear, according to the IEA's Electricity 2026 report. Take a closer look at the renewable energy space with Todd Velnosky and Elizabeth Villedrouin.