Shellane Ogoshi

We hope you have a wonderful Labor Day! Our office and the market will be closed Monday, September 2.

With the cost of higher education continuing to rise year after year, it may be wise to start saving early. Discover five popular savings vehicles that can help fund education for your loved ones.

The five most popular methods for funding education raymondjames.com

As summer winds down and back-to-school season rapidly approaches, CIO Larry Adam shares five key takeaways in his latest Weekly Headings.

Weekly Headings: August 23, 2024 www.raymondjames.com

Enjoying our 1st Class Seats returning home from Lanai. Mahalo for getting us home safe.

Surrounding yourself with the right professionals to help plan your finances is vital. Here are some of the key players to seek out when building your team of professionals.

Assembling your wealth planning team raymondjames.com

With earnings season reaching its unofficial end, CIO Larry Adam takes a look at the key themes that emerged in his latest Weekly Headings.

Weekly Headings: August 16, 2024 www.raymondjames.com

How can you pay off your credit card debt while minimizing your interest payments? Here are some strategies to keep in mind that may help you find your debt-free path.

Pay off debt with a plan in mind raymondjames.com

After a week featuring some sharp market turns, CIO Larry Adam reminds investors that volatility is a part of the fabric of the market. See four additional key lessons to be mindful of in his latest Weekly Headings.

Weekly Headings: August 9, 2024 www.raymondjames.com

Planning for retirement? The current recommended age to plan retirement savings is 95 years old which may seem high, but it's crucial to consider longevity risks. With 95% of retirees having at least one chronic condition, personalized planning based on health status is key. Ensure your savings align with your unique needs and goals.

Retirement Planning, Longevity & Health: Does it Make Sense to Plan to 95? prnewswire.com

For the eighth consecutive FOMC meeting, the Federal Reserve elected to hold interest rates steady, noting that inflation is moving closer to its 2% target.

Interest rate cut appears to be on the horizon raymondjames.com

While the month of July has been relatively flat for the S&P 500, under the surface there has been a strong rotation away from the former leaders into the areas of the market that have lagged. Read more in the Weekly Market Guide.

Weekly Market Guide: July 31, 2024 www.raymondjames.com

In his latest Weekly Headings, CIO Larry Adam looks at the labor and economic factors pointing towards a September rate cut.

Weekly Headings: August 2, 2024 www.raymondjames.com

While election news dominated July's headlines, small-cap stocks had their best monthly performance relative to large-cap stocks since December 2000.

Small-cap stocks bolstered by possibility of interest rate cuts raymondjames.com

CIO Larry Adam looks at three building uncertainties weighing on the equity market in his latest Weekly Headings.

Weekly Headings: July 26, 2024 www.raymondjames.com

CIO Larry Adam helps make a distinction between election campaign promises and actual market trends in his latest Weekly Headings.

Weekly Headings: July 19, 2024 www.raymondjames.com

As earnings season ramps up, CIO Larry Adam offers insight into what to expect and looks at key trends that should drive the market in the weeks ahead in his Weekly Headings.

Weekly Headings: July 12, 2024 www.raymondjames.com

June saw the first significant pullback and possibly the end of AI stocks' rocket-like growth. If they slow down, will the whole market decline or will the laggards get enough action to keep the index relatively flat? Read more in my monthly market recap.

Mega-cap tech stocks continue to lead the way raymondjames.com

Chief Investment Officer Larry Adam draws comparisons between recent market trends and the upcoming Summer Olympic Games in his latest Weekly Headings.

Weekly Headings: June 28, 2024 www.raymondjames.com

With the stock market off to its best start to the year since 2019, CIO Larry Adam offers three reasons to remain invested in his latest Weekly Headings.

Weekly Headings: June 21, 2024 www.raymondjames.com

Along with higher temperatures, we can also likely expect an uptick in volatility and forward earnings to move higher this summer, notes CIO Larry Adam in his latest Weekly Headings.

Weekly Headings: June 14, 2024 www.raymondjames.com

As the June FOMC meeting prepares to step into the spotlight, CIO Larry Adam offers a summary of what to expect from the June 11-12 proceedings in his latest Weekly Headings.

Weekly Headings: June 7, 2024 www.raymondjames.com

All three U.S. equity indexes hit new highs in May, with 10 of 11 sectors showing growth. Read the monthly market recap for more insights.

May's record-breaking market performance elicits optimism www.raymondjames.com

In his latest Weekly Headings, CIO Larry Adam shares what he expects forthcoming macro data may reveal about the state of the economy.

Weekly Headings: May 31, 2024 www.raymondjames.com

A tax-advantaged account offers certain tax benefits to encourage saving and investing for specific purposes, such as retirement, education or healthcare. Find out how to improve the tax-efficiency of your financial plan.

Tax-advantaged accounts: A powerful addition to your financial plan www.raymondjames.com

Does your business rely heavily on one vital contributor? What would happen if you lost that person? Learn how key person insurance can help you maintain continuity and protect your business.

Protecting your business from the loss of a key contributor www.raymondjames.com

Today, we remember and honor all who have made the ultimate sacrifice for our country and freedom. Our office and the markets are closed in observance of Memorial Day.

Our office and the markets are closed Monday, May 27, in observance of Memorial Day. Please join us in remembering those who gave their lives in service to our country.

In his latest Weekly Headings, CIO Larry Adam shares five dynamics that could drive the financial markets.

Weekly Headings: May 24, 2024 www.raymondjames.com

Last year, more than 338,000 Americans moved for their retirement – only 6% citing financial concerns as a factor in their choice of location. Find out the top destinations for retirees and what's drawing them there.

More retirees crossing state lines – here's where they're going www.raymondjames.com

For business owners hoping to pass their franchise on to the next generation, it's important to implement a clear succession plan early. Learn how to get started:

Keep it in the family: succession planning for franchise owners www.raymondjames.com