Oaks Wealth Partners

Oaks Wealth Partners Personalized Planning for your Financial Goals Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
07/17/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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Mortgage rates reach 11-month highs, creating a mounting headwind for prospective homebuyers. Meanwhile, real-time indic...
07/16/2026

Mortgage rates reach 11-month highs, creating a mounting headwind for prospective homebuyers. Meanwhile, real-time indicators point to healthy consumer spending. CIO Larry Adam shares insight in today's Up & Adam.

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Cooler CPI data from June lowers the odds of a Fed rate hike, while strong bank results and back-to-school spending fore...
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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This week's key events include the June Consumer Price Index report, major bank earnings and testimony from Federal Rese...
07/14/2026

This week's key events include the June Consumer Price Index report, major bank earnings and testimony from Federal Reserve Chair Kevin Warsh. CIO Larry Adam shares perspective on market-moving headlines in today's Up & Adam.

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07/13/2026

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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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
07/13/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

As second quarter earnings season begins, expectations are unusually high, leaving less room for companies that miss est...
07/10/2026

As second quarter earnings season begins, expectations are unusually high, leaving less room for companies that miss estimates or lower guidance. CIO Larry Adam shares insight in Up & Adam.

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Markets continue to look through geopolitical headlines, with investor attention remaining focused on fundamentals. CIO ...
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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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
07/08/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

With earnings season approaching, investors are watching whether strong AI driven growth can continue to support elevate...
07/07/2026

With earnings season approaching, investors are watching whether strong AI driven growth can continue to support elevated market expectations. CIO Larry Adam shares perspective in Up & Adam.

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Address

3027 Townsgate Road, Ste 100
Westlake Village, CA
91361

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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