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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Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflic...
09/01/2026

Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflict once again heating up, oil prices are pressuring the 10-year Treasury. CIO Larry Adam digs deeper in today's Up & Adam.

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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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Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/31/2026

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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Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Frida...
08/31/2026

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Friday. Chief Investment Officer Larry Adam provides perspective in today's Up & Adam.

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Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
08/28/2026

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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All eyes will be on Fed Chair Kevin Warsh for his speech at Jackson Hole this morning. Plus, signs of consumer resilienc...
08/28/2026

All eyes will be on Fed Chair Kevin Warsh for his speech at Jackson Hole this morning. Plus, signs of consumer resilience come through in credit card data. CIO Larry Adam provides insights in today's Up & Adam.

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08/27/2026

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 retailers are cautious, consumers remain resilient with rising personal income fueling both spending and saving. C...
08/27/2026

While retailers are cautious, consumers remain resilient with rising personal income fueling both spending and saving. CIO Larry Adam provides insight in today's Up & Adam.

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Consumer confidence may be weakening but our outlook on the labor market remains robust. Plus, has the semiconductor ind...
08/26/2026

Consumer confidence may be weakening but our outlook on the labor market remains robust. Plus, has the semiconductor industry reached peak growth? CIO Larry Adam explores these and other issues in today's Up & Adam.

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91361

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