Charles Alfaro - Raymond James

Charles Alfaro - Raymond James Financial planner and investment advisor serving California and Texas. Therefore, a response to a request for information may be delayed.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

09/17/2026

The fed funds rate just went up 0.25%. Does that mean longer term rates will go up? Not necessarily. High yield savings accounts and other short term rates should, but the point of increasing the fed funds rate is to hopefully stabilize or even lower longer term rates.

09/16/2026

Scaling your advisory business shouldn't mean every client gets the same portfolios. Index funds have their place, but I still believe in doing the research and looking for opportunities to add value beyond a cookie-cutter model.

09/09/2026

I don't believe every portfolio should be 100% passive. Diversified ETFs and index funds should be the core for many investors. But when a great stock trades at a reasonable valuation, owning it individually can make sense. Finding those opportunities is part of my job.

I posted about software showing a bullish divergence back in May. Software went on a nice run not very long after. The s...
09/02/2026

I posted about software showing a bullish divergence back in May. Software went on a nice run not very long after. The space is facing a possible bearing divergence. Always remember that consolidation is generally healthy in markets after big rallies.

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

Something worth paying attention to:
08/26/2026

Something worth paying attention to:

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.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

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

Some of this week's top takeaways and what to be mindful of in the week ahead in his Weekly Headings Snapshot.
05/29/2026

Some of this week's top takeaways and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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