Oak Crest Advisors- Liberty Hill

10/14/2026

This week's report, written by Ted Ruddock, Managing Director and Co-Head of Fixed Income Private Wealth, explains why recent declines in municipal bond prices are a result of rising interest rates, not changing bond fundamentals. For long-term investors, today's environment may present an opportunity to lock in higher levels of tax-efficient income while maintaining the predictable cash flow and principal repayment features that individual municipal bonds are known for.

BIW.pdf

10/12/2026

Welcome back to earnings season! Big banks kick off reporting this week. Plus, new numbers show the breadth of the wealth gap in the US. CIO Larry Adam digs deeper in today's Up & Adam.

amazonaws.com

10/05/2026

More insights into the labor market are expected from ISM Services data today. Plus Chief Investment Officer Larry Adam offers a preview of our 4pm webinar in today's Up & Adam.

amazonaws.com

10/01/2026

One of the many benefits of being part of Raymond James is access to thought leaders at the forefront of the industries shaping tomorrow.

From private markets and alternative investments to artificial intelligence, innovation and leadership, our Meet the CEO series provides me with the opportunity to hear directly from c-suite executives whose insights are influencing the future of business and investing.

These perspectives help me stay informed and deepen my knowledge so I can bring thoughtful insights to my clients.

09/24/2026

Despite trade tensions, geopolitical conflict, rising energy prices and shifting rate expectations, the economy and markets have remained resilient. Raymond James Chief Investment Officer Larry Adam shares the key drivers shaping the economic outlook.

raymondjames.com

09/22/2026

Consumers are still spending, despite diverging trends. Upcoming earnings reports this week could provide more insight into consumer health. CIO Larry Adam provides perspective in today's Up & Adam.

Up and Adam September 22, 2026.pdf

09/17/2026

theweek.com

09/15/2026

Equity futures point to a flat opening this morning as investors contend with another difficult backdrop of elevated interest rates, crude oil above $100 per barrel, and lingering concerns surrounding the pace of AI development.

Read more in Morning Brew.

GCM_Morning_Brew.pdf

09/15/2026

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