Chartwell AMG of Raymond James

06/22/2026

Doug Drabik reviews the seriousness of the U.S. debt trajectory while also recognizing that higher-quality fixed income now offers more compelling return potential than it has in many years.

raymondjames.com

06/18/2026

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.

amazonaws.com

06/15/2026

Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style and influence around policy direction.

raymondjames.com

06/12/2026

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.

amazonaws.com

06/11/2026

One of the things I love about Costa Rica is that you never quite know who might join you for lunch.
While enjoying a meal outdoors this week, I found myself sharing the view with an unexpected guest—an iguana who seemed just as interested in the afternoon as I was.

Moments like these are a reminder of what makes Costa Rica so special. The pace slows down, nature is never far away, and even an ordinary lunch can become a memorable experience.

Sometimes the best part of stepping away from the office isn't disconnecting—it's gaining a fresh perspective from the world around you.

06/11/2026

As businesses grow, families expand, and opportunities cross borders, wealth planning is becoming increasingly complex.

In this article, "Latin American Wealth Takes a More Global Path," published by Professional Wealth Management (Financial Times) and sponsored by Santander Private Banking, the authors explore a trend that extends far beyond Latin America: affluent families are becoming more global in how they live, invest, transfer wealth, and prepare future generations.

For business owners, liquidity events, succession planning, tax strategy, family governance, and legacy planning are no longer separate conversations—they are interconnected decisions that require proactive coordination.

The best time to plan is before a transition forces the conversation. Read the article and consider whether your current plan is built for the next generation—not just the next year.

www.pwmnet.com

06/10/2026

As a bonsai enthusiast, one of the most rewarding lessons I've learned is that great trees require patience, care, and occasionally a little rehabilitation.

Several of my bonsai are currently receiving expert attention at Bonsai Mundo Costa Rica, a nursery dedicated to the art, education, and long-term care of bonsai. Their passion for these living works of art is evident in everything they do, from training and styling to helping trees regain health and vigor.

Bonsai has taught me many of the same principles that apply to life and business: patience, discipline, continuous improvement, and respect for the process.
Sometimes growth isn't about moving faster—it's about creating the right conditions to thrive.

06/09/2026

Generational wealth transfer is no longer a future issue: it is happening now.

In this insightful article from Professional Wealth Management (Financial Times), sponsored by Santander Private Banking, the author explores how the next generation of wealth holders in Latin America is reshaping expectations around governance, family decision-making, technology, and long-term wealth preservation.

For business owners, the lesson is universal: successful transitions require far more than investment management. They demand proactive planning around liquidity, taxes, family dynamics, succession, and legacy before decisions become urgent.

After you read the article, ask yourself: Is your family prepared for the transfer of wealth, responsibility, and values across generations?

www.pwmnet.com

06/08/2026

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline.

raymondjames.com

06/05/2026

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.

amazonaws.com