Alex Petit, Financial Advisor

06/18/2026

Equity futures point to a higher opening this morning as the market looks to rebound from yesterday's selloff that followed the June FOMC meeting.

Read more in the Morning Brew.

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06/17/2026

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

06/17/2026

Equity futures point to a mixed opening this morning after the major averages finished mostly lower in yesterday's action.

Read more in the Morning Brew.

amazonaws.com

06/16/2026

Equity futures point to a modestly higher opening after stocks rallied yesterday. Headlines of a peace agreement between the U.S. and Iran sent oil prices sharply lower. Oil continues to move lower this morning.

Read more in the Morning Brew.

amazonaws.com

06/15/2026

Equity futures point to a higher opening this morning after President Trump announced on Sunday that a peace deal between the U.S. and Iran has been reached.

The U.S. and Iran are set to sign the agreement this Friday.

Read more in the Morning Brew.

amazonaws.com

06/11/2026

What are you looking for in an advisor? 👀

We all want someone who can help us make smart decisions... preferably before we learn the hard way. 😅

When choosing an advisor, what's most important to you?

✅ Someone who tells you what you need to hear, not just what you want to hear
✅ Industry expertise
✅ Quick responses (because waiting a week for an answer feels like forever)
✅ A proven track record
✅ Someone who speaks human, not corporate buzzword bingo 🎯
✅ A good sense of humor (because business is serious enough already!)

If you could choose only one quality in an advisor, what would it be?

Drop your answer below—I'm curious to see what tops the list! 👇

06/11/2026

Equity futures point to a higher opening this morning as stocks look to bounce back from their worst session of the week. Yesterday's action was defined by another intraday sell-off in tech names.

Read more in the Morning Brew.

amazonaws.com

06/10/2026

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across tech names. Solid rotation into the broader market helped limit losses at the index level.

Read more in the Morning Brew.

amazonaws.com

06/09/2026

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