Knieberg Wealth Strategies of Raymond James

07/10/2026

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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07/03/2026

A quarter millennium of big dreams. Happy Fourth of July!

06/30/2026

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

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06/26/2026

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.

Weekly Headings Snapshot June 26, 2026.pdf

06/24/2026

Honored to be part of the committee that helped bring the inaugural Women United AmplifyHER Breakfast to life! After months of planning with incredible women leaders and the United Way team, it was rewarding to see such a successful, sold-out event.
We were inspired by keynote speaker and author Catherine Huckaby, whose message encouraged us to take the leap, even when we don't feel completely ready. Her bestselling book, Nobody Starts Ready, was generously gifted to all attendees by the Jane Nelson Institute for Women's Leadership at TWU. Her reminder that nobody starts ready resonated with all of us and sparked meaningful conversations throughout the morning.
From the engaging panel discussion to thoughtful table conversations, the morning was filled with connection, inspiration, and empowerment. We're already planning our next event in September and look forward to another great turnout.
Grateful to serve alongside this amazing group and thankful for all that United Way of Denton County and Women United do for our community. 💜

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.

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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.

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06/06/2026

Honored to be invited by Blackstone this week for an incredible data center tour at QTS in Irving, TX.
As a financial advisor with Raymond James, I believe it’s important to continuously learn about the technologies and infrastructure shaping the future and AI is clearly one of the most transformative forces we will see in our lifetime. Seeing firsthand the scale, power demands, and complexity behind the data infrastructure supporting artificial intelligence was truly eye-opening.
I’m grateful for the opportunity to deepen my understanding of the private markets and alternative investment space, and to learn more about the innovative solutions Blackstone is bringing to investors.
Thank you again to the Blackstone and QTS teams for the invitation, hospitality, and valuable insights into the future of digital infrastructure and AI.

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.

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