Jay Palmer, CFP

Jay Palmer, CFP As a Certified Financial Planner™ practitioner, I have attained the prestigious CFP® certification, one of the most respected financial planning credentials.

I follow a fiduciary standard throughout the planning engagement, placing clients first. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Lantern Wealth Management is not a registered broker/dealer and

is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. Fro...
07/11/2026

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. From equity market broadening to AI investment, Raymond James Chief Investment Officer Larry Adam shares the key themes to watch.

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...
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

Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focus...
07/09/2026

Market consolidation continues, but there are positive signals under the surface. Looking ahead, investors will be focused on two key catalysts: second-quarter earnings season and renewed geopolitical tensions in the Middle East.

Read more here.

amazonaws.com

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

Read more in the Weekly Market Guide.

amazonaws.com

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil pri...
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:

raymondjames.com

In the spirit of the United States' 250th anniversary, Raymond James Chief Investment Officer Larry Adam shares insights...
06/26/2026

In the spirit of the United States' 250th anniversary, Raymond James Chief Investment Officer Larry Adam shares insights on the resilience of the US economy and financial markets and what to watch in the second half of the year.

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...
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

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding...
06/25/2026

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

amazonaws.com

Raymond James Chief Investment Officer Larry Adam examines what a US-Iran deal and a potential decline in oil prices cou...
06/18/2026

Raymond James Chief Investment Officer Larry Adam examines what a US-Iran deal and a potential decline in oil prices could mean for the economy, the rate outlook and financial markets in the months ahead.

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...
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

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308 Wolfe Street, Fl 3
Fredericksburg, VA
22401

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+15402154234

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