Season 59 Financial

06/23/2026

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact:

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06/22/2026

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.

06/20/2026

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines Federal Reserve Chair Kevin Warsh's new approach to Fed communication and his comment that "inflation is a choice."

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06/19/2026

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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06/18/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.
After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.
I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.
https://www.raymondjamesconnect.com/E2X5h
https://www.raymondjamesconnect.com/aIqOcP

06/18/2026

Think you're behind on retirement savings? You're not alone. The reality is most Americans are playing catch-up—but the good news is, it's never too late to start building your future.
https://www.raymondjamesconnect.com/L_Xgy
https://www.raymondjamesconnect.com/a38gUb

06/18/2026

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.

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06/17/2026

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow:

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06/15/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

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06/13/2026

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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