Jeff Capellen, CFP-CERTIFIED FINANCIAL PLANNER

Jeff Capellen, CFP-CERTIFIED FINANCIAL PLANNER "Kruse Woods Financial Partners is not a registered broker dealer and is independent of Raymond James Financial Services.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kruse Woods Financial Partners

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

For important disclosure information, please see: http://raymondjames.com/smicd.htm

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIA

L 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.

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:

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08/28/2026

Under Chair Kevin Warsh, the Federal Reserve is shifting away from forward guidance when communicating monetary policy. Chief Economist Eugenio Alemán evaluates what this shift means for markets and interest rates:

While consumption is a large component of the US economy, economic investment often drives the business cycle. Raymond J...
08/28/2026

While consumption is a large component of the US economy, economic investment often drives the business cycle. Raymond James Chief Economist Eugenio Alemán explains the dynamic and its implications for growth.

raymondjames.com

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/27/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

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Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by ear...
08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

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Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

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The latest FOMC minutes reflected a committee that remained broadly hawkish. Raymond James Chief Economist Eugenio Alemá...
08/21/2026

The latest FOMC minutes reflected a committee that remained broadly hawkish. Raymond James Chief Economist Eugenio Alemán examines takeaways and what the latest data could mean for the path forward:

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Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn ...
08/20/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care ...
08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

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97223

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