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

Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/16/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

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Producer prices surge as inflation pressures broaden. Meanwhile, Fed Chair Warsh does not give any hint on October rate ...
10/16/2026

Producer prices surge as inflation pressures broaden. Meanwhile, Fed Chair Warsh does not give any hint on October rate decision, which markets interpret as support for a pause. CIO Larry Adam digs deeper in today's Up & Adam.

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As inflation pressures broaden, markets are pricing in the possibility of a Fed rate hike this month. Plus, Social Secur...
10/15/2026

As inflation pressures broaden, markets are pricing in the possibility of a Fed rate hike this month. Plus, Social Security reveals its new cost of living increase. CIO Larry Adam digs deeper in today's Up & Adam.

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The midterm elections are just around the corner. How does RJ's in-house forecast stack up to the betting markets? Plus,...
10/13/2026

The midterm elections are just around the corner. How does RJ's in-house forecast stack up to the betting markets? Plus, there are signs that the consumer is still spending despite high gas prices. CIO Larry Adam takes a closer look in today's Up & Adam.

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Welcome back to earnings season! Big banks kick off reporting this week. Plus, new numbers show the breadth of the wealt...
10/12/2026

Welcome back to earnings season! Big banks kick off reporting this week. Plus, new numbers show the breadth of the wealth gap in the US. CIO Larry Adam digs deeper in today's Up & Adam.

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Rising tensions with Iran offers a reminder that risks to oil supply haven't disappeared. Meanwhile, the AI borrowing b...
10/09/2026

Rising tensions with Iran offers a reminder that risks to oil supply haven't disappeared. Meanwhile, the AI borrowing bonanza continues. CIO Larry Adam has more in today's Up & Adam.

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Looking past short-term inflation expectations, the bigger picture is more benign. Plus, recent Treasury auctions point ...
10/08/2026

Looking past short-term inflation expectations, the bigger picture is more benign. Plus, recent Treasury auctions point to healthy demand for US debt. CIO Larry Adam has more in today's Up & Adam.

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The US trade deficit touches a record high but so does the S&P 500. Meanwhile we'll get a look at the FOMC minutes this ...
10/07/2026

The US trade deficit touches a record high but so does the S&P 500. Meanwhile we'll get a look at the FOMC minutes this afternoon. CIO Larry Adam digs deeper in today's Up & Adam.

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Westlake Village, CA
91361

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