Gary J. Curry, Financial Advisor

In just 15 minutes, mentorship can be transformational. Explore why mentorship matters, and why 75% of executives say having a mentor was crucial for their success.

Why 15 minutes of mentorship has game-changing potential raymondjames.com

What's the secret to a purposeful retirement? That's for you to discover, but starting with these three elements of living well is a good way to figure it out

The three ingredients of a purposeful retirement raymondjames.com

With election results behind us, Chief Investment Officer Larry Adam looks at positive, long-term market trends that will remain in place in the months ahead.

Weekly Headings: November 8, 2024 www.raymondjames.com

The S&P 500 is on track to outperform global equities in eight of the last 10 years, and U.S. equities make up ~49.4% of the global equity market cap, which is a new record high. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam

Up & Adam: Daily market insights: November 11, 2024 amazonaws.com

The stock market is poised to build on its post-election rally. Contracts linked to the S&P 500, NASDAQ 100, and Dow industrials are higher after major equity indices reached record highs last week. Read more in the Morning Brew.

Morning Brew: November 11, 2024 www.raymondjames.com

Understanding the differences between active and passive funds is fundamental for savvy investors. Test your knowledge and perhaps learn something new.

How active and passive funds work differently raymondjames.com

This week's report, written by Noreen McClure of Fixed Income Private Wealth, explores post-election possibilities and the affect it may have on the municipal market.

Municipal Bond Investor Weekly: November 4, 2024 24.pdf

Early market reactions to the 2024 Election results showed the S&P 500 futures up 2.2%, the 10-year Treasury yield climb to 4.48% and the U.S. Dollar hit a one-year high, up to 2%. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: November 6, 2024 amazonaws.com

Market participants are waiting on today's election results. Equity futures are higher, boosted by pre-open gains in some mega cap names. Market rates are higher after sliding yesterday. The 10-yr yield is up to 4.32% and the 2-yr yield is up to 4.19%. Read the Morning Brew.

Morning Brew: November 5, 2024 www.raymondjames.com

Hackers are responsible for a silent epidemic in which billions are lost annually. Fraud monitoring services can be a resource to stay ahead of the hackers, providing you with an additional level of protection for your most important assets. Whether or not you have a trusted service for keeping an eye on fraud, freezing your credit can be a way to prevent or mitigate impact.

What you need to know about freezing your credit raymondjames.com

Investing well, saving well and spending well are pillars of sound financial planning. For the philanthropically minded, add giving well to that list. Explore the financial and altruistic benefits of planned giving.

Giving well when you decide to give raymondjames.com

As this unique election cycle draws to a close, it has raised some key questions for investors. CIO Larry Adam looks at some of the biggest questions facing the markets and economy in the months ahead and offers insight into each in his latest Weekly Headings.

Weekly Headings: October 25, 2024 www.raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: October 25, 2024 www.raymondjames.com

Stock futures are higher in front of a big week of earnings news. Headliners include some of the largest companies in the world, with reports starting on Tuesday. Read more in the Morning Brew.

Morning Brew: October 28, 2024 www.raymondjames.com

Navigating Medicare's open enrollment period can be daunting, but it's a crucial time to reassess your healthcare needs and ensure you're getting the best coverage. From October 15 to December 7, take the opportunity to compare plans, review changes, and make informed decisions that align with your health and financial goals.

Make the most of Medicare's open enrollment period raymondjames.com

In today's fast-paced world, it's easy to miss out on the little things that bring us joy. Discover how to integrate more of what you love into your daily routine. Whether it's enjoying your favorite song or savoring a home-cooked meal, make these moments a regular part of your life and enhance your overall well-being.

Weave more of what you love into everyday life raymondjames.com

Estate planning is more than transferring money. It's about what that money can do for future generations, and making room for your family to grow closer, stronger – to prosper. The conversations may be sensitive, but they'll be worthwhile.

Future-focused communication can help your heirs flourish raymondjames.com

In his latest Weekly Headings, CIO Larry Adam discusses why his team remains cautious on the equity market in the near term and what conditions they'd need to see in the coming months to lead them to be more optimistic on the equity market longer term.

Weekly Headings: October 18, 2024 www.raymondjames.com