LOUD Wealth Management of Raymond James

Incredible week in Tampa for Raymond James’ Institute for Business Owner Excellence conference (IBEX). It was a wealth of knowledge, resources and ideas that I look forward to implementing with clients and new opportunities.

Plus we had some fun and made some new friends!

Pushed forward on AI enthusiasm, the NASDAQ had the best first half of the year in four decades. Meanwhile, a long-expected recession failed to appear, though a key indicator of economic slowdown worsened. Read more in our June market recap.

Will the market sustain its upswing? www.raymondjames.com

With regional bank volatility grabbing headlines, CIO Larry Adam looks at what this activity means for the economy and asset classes.

Providing perspective on the regional bank turmoil www.raymondjames.com

Turmoil in the banking sector has investors uneasy and on high alert in anticipation of the Fed's next move. CIO Larry Adam discusses what led to the recent bank failures and the resulting implications for markets and the economy.

Recent bank failures a potential game-changer for the Fed www.raymondjames.com

During periods of volatility, a broader, historical perspective can help you navigate reactive markets and stay the course towards your long-term goals.

Over time, markets have proved positive and resilient www.raymondjames.com

How do you manage your family business's next step when that next step is a nonfamily executive? Transparency, consistency and communication. See how to start the conversation.

Making a nonfamily successor the head of the family business www.raymondjames.com

Great kick off to the year with Cobb Young Professionals!

Lots of new faces and old friends.

The debt ceiling – and its ensuing debate – takes center stage once again as Congress hashes out how best to finance the U.S. Government's deficit. Chief Economist Eugenio Alemán shares his insights in the latest Weekly Economic Commentary.

Weekly Economic Commentary: January 20, 2023 www.raymondjames.com

Great day in Charlotte at Raymond James' Rising Star conference. I look forward to coming home and implementing some of the new ideas brought up today.

Thankful to be able to grab lunch with my friend Josh while I'm in town too!

As we break into 2023, it's a great time to hit the "reset" button and get organized for the new year. Here are some key market dates and timely reminders for the season:

Start fresh with your financial planning this winter www.raymondjames.com

As we head in to the holiday season, Raymond James Chief Investment Officer Larry Adam shares his annual wish list for the financial markets.

Larry Adam's 12 Days of Christmas [INFOGRAPHIC] grapevinesix.s3.amazonaws.com

Instead of hauling out those familiar New Year's resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here's a set of resolutions that can help ensure your long-term financial confidence.

Financial resolutions for 2023 www.raymondjames.com

Special evening with the Cobb Chamber celebrating our state and local elected officials. Thank you for your service to our communities!

Great afternoon with the Exit Planning Exchange Atlanta. We discussed the difference between business and owner readiness as well as why only 4% of businesses sell.

What do you think leads to so few businesses successfully selling? https://www.raymondjamesconnect.com/aKdcdL

Today and always, we are grateful to all veterans for their courage, service and sacrifices.

Studies have found that giving to others makes us happier than giving to ourselves. To help you share this joy, here are some ideas for year-end giving, although there's no need to wait. Generosity doesn't have a deadline.

Give wisely to maximize your charitable impact www.raymondjames.com

The Federal Reserve plans to keep interest rates higher for longer, even at the risk of pushing the economy into a recession, says Raymond James Chief Economist Eugenio J. Alemán, Ph.D.

Markets flinch at Fed's aggressive action www.raymondjames.com

"The major influence remains the trajectory of inflationary pressures ahead, and despite near-term equity risks, our long-term view remains positive," said Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Read more:

Weekly market guide: September 23, 2022 www.raymondjames.com