Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint
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Life is complicated. Financial planning shouldn’t be. As your life progresses, your goals and aspirations may shift. Investments can be complex.
I will work with you to gain a deep understanding of your financial goals, starting with a complete review of your current financial situation. Understanding you allows me to offer guidance and help keep your portfolio on track. Connecting your investments to your goals is the keystone to the rest of your plan. I will help ensure the impacts of all your decisions are easy to understand. Sounding s
There's a negative bias in early action on the first trading day of the holiday-shortened week. Pre-open losses in the mega cap space have contributed to the downside bias. The vibe may shift, though, following this morning's economic releases. Read more.
The positive bias in the equity futures trade has been underpinned by the favorable response to earnings results. Attention will soon shift to the July Personal income and Spending Report at 8:30 a.m. ET. Read more in the Morning Brew.
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.
There's a positive bias in early action. A solid pre-open gain in a Dow component after reporting earnings has boosted futures linked to Dow industrials. Read more in the Morning Brew.
Just because you've reached retirement doesn't mean the potential for earning stops. Learn more about how you can turn your retirement funds into retirement income.
Maintaining income after retirement raymondjames.com
Equity futures trade lower, but there's not a lot of conviction driving the moves. The market is still in wait-and-see mode in front of a key earnings release after today's close and participation remains light in front of Labor Day. Read more.
The art of giving what you can't take with you: Explore the ways you can plan for the future of a valuable collection today.
The art of giving what you can't take with you raymondjames.com
Equity futures trade flattish. The market still lacks major directional drivers ahead of a major semiconductor company's earnings report tomorrow afternoon. Investors are also in vacation-mode in front of Labor Day. Read more in the Morning Brew.
For many American seniors, their retirement savings are not enough cbsnews.com
This week's lineup features earnings results from a large semiconductor name after Wednesday's close, along with the Fed's preferred gauge on inflation in the form of PCE Price Indexes on Friday. Read more in the Morning Brew.
In his latest Weekly Economic Commentary, Chief Economist Eugenio Alemán analyzes the slowdown in employment growth, which supports his belief the Fed will ease rates in September.
Weekly Economic Commentary: August 23, 2024 www.raymondjames.com
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
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: August 23, 2024 www.raymondjames.com
There's positive bias in early trading supported by pre-open gains in mega cap stocks and positive earning news responses. Vibes could shift, in reaction to Fed Chair Powell's speech at the Jackson Hole Symposium today. Read more in the Morning Brew.
The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.
Your year-end tax planning checklist raymondjames.com
There's a positive bias in early trading. Earnings results from some major retailers garnered upbeat responses, contributing to the upside bias. Read more in the Morning Brew.
Contracts tied to the S&P 500, NASDAQ 100, and Dow industrials are flattish this morning after a big run in equity markets. The S&P 500 was 1.1% below its all-time high at yesterday's close. Read more in the Morning Brew.
Stock futures are flattish in front of a busy week. Earnings reporting picks up steam, especially in the retail and tech spaces, and Fed Chair Powell will speak in Jackson Hole. Read more in the Morning Brew.
Could Airbnb rentals be playing a part in the stubbornly high housing market? Chief Economist Eugenio Alemán addresses shelter cost inflation and its contributing factors.
Weekly Economic Commentary: August 16, 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: August 16, 2024 www.raymondjames.com
There's a slightly negative bias in early trading, but stock futures are mostly flat. The major indices are sitting on solid gains for the week heading into the session. Read more in the Morning Brew.
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.
There's a positive bias in early trading as investors digest some better-than-expected earnings. Participants are also waiting on another influential economic release following this week's inflation readings that went the market's way. Read more.
For affluent investors, taking risks may not be quite so risky after all. Learn why.
Identify the connection between net worth and risk tolerance raymondjames.com
Stock futures are little changed as investors wait on the July Consumer Price Index at 8:30 ET. Yesterday's rally in the stock market followed the July Producer Price Index, which showed disinflation in total and core PPI. Read more in the Morning Brew.
Contracts tied to the S&P 500 and Nasdaq 100 are higher, while Dow futures trail somewhat due to a pre-open decline in a constituent that reported better-than-expected earnings, but issued below-consensus FY25 EPS guidance. Read more in the Morning Brew.
As technology has advanced and brought new capabilities, so have the methods employed by scammers. Check out these common scams – and how to avoid them.
10 common scams and how to avoid them raymondjames.com
There's a positive bias in early trading following last week's turbulent action in equities. Pre-open gains in mega cap names have contributed to the upside bias. Read more in the Morning Brew.
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: August 9, 2024 www.raymondjames.com
The commercial real estate market has faced challenging times in recent years - Chief Economist Eugenio Alemán explains the benefits CRE could experience from the proposed interest rate cuts in the coming months.
Weekly Economic Commentary: August 9, 2024 www.raymondjames.com
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