Banks Carroll Group

07/20/2026

One of the most common misconceptions about 529 plans is that they're only for college tuition. In reality, 529 plans can offer more flexibility than many families realize, supporting a variety of education-related expenses and pathways.
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07/17/2026

Questions about Social Security's future are prompting many people to take a closer look at their retirement strategy. Explore the latest insights and what they could mean for your long term planning:

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07/16/2026

The Iran conflict's ripple effects could have lasting implications. Read more about how the oil supply disruption could influence policymakers, businesses and consumers in the long term:

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07/15/2026

Cooler CPI data from June lowers the odds of a Fed rate hike, while strong bank results and back-to-school spending forecasts point to resilient consumers. CIO Larry Adam shares insight in today's Up & Adam.

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07/15/2026

Morning Brew --- July 15, Equity futures point to a slightly higher opening this morning after stocks finished yesterday's session mostly higher.

Read more here.

GCM_Morning_Brew.pdf

07/14/2026

Your financial priorities can change throughout retirement. Regularly evaluating your plan can help you stay prepared for new opportunities and unexpected challenges:

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07/13/2026

You could track an index, or you could buy it. Explore how direct indexing offers flexible, tax-efficient access to the capital markets:

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07/10/2026

Halfway through 2026, midterm elections and geopolitical risk are in focus. Raymond James Washington Policy Analyst Ed Mills shares his perspective on how these developments could shape the market landscape in the months ahead.

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07/09/2026

Markets continue to look through geopolitical headlines, with investor attention remaining focused on fundamentals. CIO Larry Adam shares perspective in Up & Adam.

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07/07/2026

When it comes to choosing a place to retire, location definitely matters. But there are other factors to consider as well, like whether to rent or buy a home. Here are a few things to think through:

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