Bill Gahagan CIMA, AIF, Wealth Advisor

Friday the 13th hasn't always been frightening for market participants; the S&P 500 has been positive 57% of the time and finished in positive territory six of the last seven Friday the 13ths.

Up & Adam: Daily market insights: September 13, 2024 Up and Adam February 27, 2024.pdf

Wednesday was a wild ride for the S&P 500. After falling 1.6% following economic growth and inflation concerns, the equity market rallied and ended the day up 1.1%. The 2.7% rally from the lows marked the strongest intra-day rally in nearly two years.

Up & Adam: Daily market insights: September 12, 2024 Up and Adam February 27, 2024.pdf

Worst Weekly Performance for the S&P 500 since March ‘23: After a sharp rally from the early August lows, the S&P 500 stalled just below prior highs. Read more in the Weekly Market Guide.

Weekly Market Guide: September 11, 2024 www.raymondjames.com

The U.S. 10-year Breakeven Inflation Rate – a measure of expected inflation – is at its lowest level in over 3.5 years at 2.03%. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: September 11, 2024 Up and Adam February 27, 2024.pdf

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

Up & Adam: Daily market insights: September 10, 2024 Up and Adam February 27, 2024.pdf

September opened with the S&P 500 posting its weakest start to a month since 2011. While volatility is likely to remain in the near term, CIO Larry Adam's team remains optimistic over the long term. See why, as well as other market headlines, in Up & Adam.

Up & Adam: Daily market insights: September 9, 2024 Up and Adam February 27, 2024.pdf

The labor market is showing signs of cooling as the ADP Employment Report suggests the U.S. economy added 99k jobs in August, the lowest number since January 2021. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: September 6, 2024 Up and Adam February 27, 2024.pdf

After a sharp rally from the early August lows, the S&P 500 stalled at prior highs and is currently testing support at the 50-day moving average. Economic data picks up this week and next, ahead of the 9/18 FOMC rate decision. Read more.

Weekly Market Guide: September 4, 2024 www.raymondjames.com

Crude oil prices fell below $70/bbl for the first time since Dec. '23, and with average gas prices down $0.36 from YTD highs, further declines at the pump are likely. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: September 5, 2024 Up and Adam February 27, 2024.pdf

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

Up & Adam: Daily market insights: September 4, 2024 Up and Adam February 27, 2024.pdf

With the S&P 500 gaining ~7% since Memorial Day, the "sell in May and go away" myth has been busted. CIO Larry Adam reminds investors that time in the market is more important than timing the market. For additional insights, see the latest Up & Adam.

Up & Adam: Daily market insights: September 3, 2024 Up and Adam February 27, 2024.pdf

Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways:

Four ways to teach your kids about business www.raymondjames.com

Gas prices are falling ahead of Labor Day Weekend, nearly $0.46/gallon lower than last year. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

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While the recent performance for the cap-weight S&P 500 seems to be calm on the surface as the index consolidates in a tight pattern under resistance, underneath it has been busy as a sharp leadership tone change continues. Read more.

Weekly Market Guide: August 28, 2024 www.raymondjames.com

The number of 401(k) millionaires has reached a new high, thanks to strong market returns and healthy savings rates. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: August 29, 2024 Up and Adam February 27, 2024.pdf

Market participants will be keeping a close eye on the earnings reports from several tech companies, which are set to be released following market close. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: August 28, 2024 Up and Adam February 27, 2024.pdf

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

Up & Adam: Daily market insights: August 27, 2024 Up and Adam February 27, 2024.pdf

Mega-cap teach earnings will be in focus for market participants this week with several major tech companies set to report their results. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: August 26, 2024 Up and Adam February 27, 2024.pdf

In giving your child the gift of financial literacy, you're helping set them up for a brighter future. Through a purposeful approach, we can all do our part to raise the next generation of resourceful citizens.

4 priceless money lessons for kids www.raymondjames.com

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

Up & Adam: Daily market insights: August 23, 2024 Up and Adam February 27, 2024.pdf

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement.

Crafting a retirement that evolves with you raymondjames.com

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

Up & Adam: Daily market insights: August 21, 2024 Up and Adam February 27, 2024.pdf

You could pay tax on up to 85% of your Social Security income under certain circumstances, so beware of your filing status and annual income

Tailor your taxes for retirement raymondjames.com

With an 8-day rally – it's longest streak since November 2023 – the S&P 500 sits just ~1% away from its all-time high. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: August 20, 2024 Up and Adam February 27, 2024.pdf

Fed Chair Jerome Powell is expected to lay groundwork for dialing back the Fed's restrictive policy stance at the Jackson Hole Symposium later this week notes CIO Larry Adam, who provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: August 19, 2024 Up and Adam February 27, 2024.pdf

An expected or unexpected increase in wealth can bring both joys and challenges. Explore what it takes to navigate a significant wealth event.

Mastering a significant wealth event raymondjames.com

For those who want to add control, confidence and continuity to their retirement and estate plans, setting up a trusteed IRA may be beneficial. Learn more:

Trusteed IRA: Where retirement and estate planning meet www.raymondjames.com

Buoyed by the best 8-day trading rally since Nov. 2020, equity markets have bounced back with the S&P 500 up ~7% from the August 5 lows, and volatility has also decreased. CIO Larry Adam provides insight into this and other market headlines in Up & Adam.

Up & Adam: Daily market insights: August 16, 2024 Up and Adam February 27, 2024.pdf

Shine some light on these common misconceptions to help get the most from your hard-earned benefits. security

Infographic: Debunking Social Security myths raymondjames.com

Shifting sentiment and market influences adding volatility during seasonally slower period, but uptrend remains in place: Despite increasing volatility and a brief undercut of support, the uptrend for the S&P 500 remains intact. Read more.

Weekly Market Guide: August 14, 2024 www.raymondjames.com