Oaks Wealth Partners

06/04/2026

A string of positive economic data has lifted Citi's US Economic Surprise Index to its highest level since October 2023. In today's Up & Adam, CIO Larry Adam provides perspective on this and other developments in tariff policy, private credit and more.

amazonaws.com

06/03/2026

Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-income consumers amid inflation pressures. CIO Larry Adam shares perspective on today's market-moving headlines in Up & Adam.

amazonaws.com

06/02/2026

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

amazonaws.com

06/01/2026

yahoo.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

money.com

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

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

05/28/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.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