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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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 Snaps...
08/28/2026

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

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...
08/21/2026

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

Markets have shown remarkable resilience, but resilience is not the same as certainty.In this thoughtful analysis for Mo...
07/20/2026

Markets have shown remarkable resilience, but resilience is not the same as certainty.

In this thoughtful analysis for Morningstar, Zachary Evens examines why stocks continued their advance in the second quarter of 2026 while highlighting the risks investors should continue to monitor.

From valuations and interest rates to earnings expectations and sector leadership, the article reinforces an important principle: successful investing isn't about reacting to headlines. It's about maintaining a disciplined strategy built around your long-term goals.

For business owners especially, periods like these are a reminder that investment decisions should be coordinated with liquidity planning, tax strategy, and your broader exit and legacy objectives.

Give the article a read and let me know: What market trend are you watching most closely during the second half of 2026?

morningstar.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...
07/17/2026

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

Strong businesses are built on strong people. Yet too many owners focus on replacing talent instead of retaining it.Shan...
07/17/2026

Strong businesses are built on strong people. Yet too many owners focus on replacing talent instead of retaining it.

Shani Jay of AIHR explains why employee retention is more than an HR initiative. It is a strategic business decision that protects institutional knowledge, strengthens culture, reduces hiring costs, and supports long-term enterprise value.

As AI transforms the workplace, your competitive advantage will not come from technology alone. It will come from creating an environment where great people choose to stay, grow, and lead.

Business owners who invest in their people today are often the ones best positioned for tomorrow.

What retention strategies have made the biggest difference in your organization? Read the article and share your thoughts below.

aihr.com

07/13/2026

Artificial intelligence is changing the way we work, but history suggests innovation creates opportunity for those who are prepared to adapt.

In Chief Executive, Wayne Cooper argues that every major technological breakthrough has reshaped the economy, eliminated some jobs, and created entirely new industries and opportunities. His perspective is a timely reminder for business owners: the question is not whether change is coming, but how you will position your business, your people, and your capital to benefit from it.

The businesses that embrace innovation while staying focused on long-term strategy are often the ones best positioned to thrive. If you would like to discuss how AI and today's economic shifts could impact your business, exit strategy, or long-term financial plan, I would welcome the conversation.

chiefexecutive.net

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...
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.

amazonaws.com

In a recent Quartz article, "The best leaders burn out decades before they're supposed to retire. Here's why," writer An...
07/08/2026

In a recent Quartz article, "The best leaders burn out decades before they're supposed to retire.

Here's why," writer Anthony Lopopolo highlights a challenge many business owners cannot afford to ignore: midcareer leaders are often carrying the most responsibility at the exact stage when they have the least room to pause, reset, and think strategically.

For business owners, this is more than a talent issue. Leadership fatigue can affect succession planning, liquidity decisions, tax strategy, family dynamics, and the long-term value of the business.

The best time to plan is before burnout, urgency, or transition forces the conversation.

If you own a business, consider whether your leadership, financial, and exit plans are built for both the company and the people carrying it forward.

qz.com

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically. Markets ha...
07/02/2026

The S&P 500 finished Q2 up +14.9% (+9.6% year-to-date), which was one of the strongest quarters historically.

Markets have demonstrated remarkable resilience through the first half of the year, reminding investors that strong fundamentals often matter more than short-term headlines. In the latest Weekly Market Guide, the Raymond James Investment Management team examines the factors driving recent market strength, why broader market participation is an encouraging sign, and the opportunities and risks investors should keep in mind as we enter the second half of 2026. While optimism remains supported by earnings growth and economic resilience, maintaining a disciplined, diversified approach remains essential.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

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