Palm Avenue Wealth Advisory Group

07/17/2026

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain. Raymond James Chief Investment Officer Larry Adam explores what it could mean for markets moving forward.

raymondjames.com

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

07/17/2026

Building a business changes over time, and the financial decisions tend to change with it.

Early on, the focus is often on creating stability and momentum. As things grow, conversations start to shift toward taxes, risk, long-term planning, and what life eventually looks like beyond the business itself.

Each stage brings different opportunities, challenges, and decisions to think through along the way.

07/16/2026

🐾☀️ Dog (& Cat) Days of Summer with TJ, Aldrick & Ashes! ☀️🐱🐶

The temperatures may be rising, but so are the adventures! 😎

T.J.'s family is making the most of the Dog & Cat Days of Summer with their loyal sidekick Aldrick and their cool-cat companion Ashes. Whether it's soaking up the sunshine, enjoying afternoon walks, finding the perfect shady spot, or taking well-deserved nap breaks, this family knows how to do summer right.

Here's to wagging tails, purring pals, and making unforgettable summer memories together!



📸🐾 "Some like the sun, some prefer the shade—but family always sticks together." ☀️❤️🐶🐱

07/15/2026

Saving for retirement is only part of the equation.

The next question becomes how that wealth turns into income that can support your lifestyle over time.

Where withdrawals come from, how they adjust through different market environments, and how they fit into your broader financial picture all play a role in how sustainable the plan actually is.

This is where retirement planning becomes more than a number. It becomes an ongoing strategy that evolves as life does.

07/14/2026

Have you ever wondered how you can transition from business ownership to an independent retirement? Our Certified Exit Planning Advisor, T.J. Goelz, WMS®, CEPA® can be helpful in unlocking your exit.
Discover how having T.J. on your team could be a helpful part of your financial plan.

07/13/2026

Families don't avoid legacy planning because they don't care.

They avoid it because it feels uncomfortable or rationalized as "something we'll get to later."

Unfortunately, "later" often turns into never, leaving family members to piece things together during an already emotional time.

These conversations matter before they become urgent. Not just for financial reasons, but to make things simpler for the people you care about most.

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

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

07/10/2026

Behind the scenes, our team is continually reviewing your strategy, monitoring changes that could impact your goals, and discussing how the different pieces of your financial life fit together over time. Ongoing planning helps ensure decisions stay aligned with where you are today and where you want to go tomorrow.