Phil LaFreniere, Financial Advisor with Raymond James

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Phil LaFreniere, Financial Advisor with Raymond James Financial advisor helping business owners, professionals, and families align their wealth to their goals through thoughtful planning and portfolio guidance

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/30/2026

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.

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AI capital investment and consumer spending power 3Q GDP growth. Meanwhile, Microsoft surprises with a bond deal as inve...
10/30/2026

AI capital investment and consumer spending power 3Q GDP growth. Meanwhile, Microsoft surprises with a bond deal as investment grade issuance sets an all-time high. CIO Larry Adam has the latest insights in today's Up & Adam.

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After the Fed decides to hold interest rates steady, markets will digest the latest GDP numbers and Tech earnings. CIO L...
10/29/2026

After the Fed decides to hold interest rates steady, markets will digest the latest GDP numbers and Tech earnings. CIO Larry Adam has the latest insights in today's Up & Adam.

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Despite cost pressures, consumer confidence has rebounded and people are still spending on cruises and flights. Plus, we...
10/28/2026

Despite cost pressures, consumer confidence has rebounded and people are still spending on cruises and flights. Plus, we'll lay out what we expect at today's FOMC meeting. CIO Larry Adam has more in today's Up & Adam.

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Nearly 100 years later, what lessons does the 1929 stock market crash teach modern investors? Plus, will growth stocks r...
10/27/2026

Nearly 100 years later, what lessons does the 1929 stock market crash teach modern investors? Plus, will growth stocks regain ground as hyperscalers report earnings? CIO Larry Adam has answers in today's Up & Adam.

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While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-...
10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

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Three mega-cap Tech companies will be the focus of this week's earnings, but we will be looking beyond the numbers to th...
10/26/2026

Three mega-cap Tech companies will be the focus of this week's earnings, but we will be looking beyond the numbers to the guidance. CIO Larry Adam offers more insights in today's Up & Adam.

amazonaws.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 Snaps...
10/23/2026

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

Despite cost pressures, jobless insurance claims data and credit card issuers are pointing to strength in consumer spend...
10/23/2026

Despite cost pressures, jobless insurance claims data and credit card issuers are pointing to strength in consumer spending. CIO Larry Adam offers insights in today's Up & Adam.

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Clearwater, FL
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