Sofka Wealth Management

Sofka Wealth Management Along with challenges, the market also brings new opportunities – you just have to know where to look

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As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/03/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

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Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

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Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

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Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

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Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negoti...
05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

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As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Ada...
05/15/2026

As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Adam examines the key near-term challenges facing the Fed in the latest Weekly Headings.

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The market appears reinvigorated following the war-induced selloff, driven by a powerful gravitational pull from fear of...
05/14/2026

The market appears reinvigorated following the war-induced selloff, driven by a powerful gravitational pull from fear of missing out and a growing preference for earnings visibility.

Read more in the Weekly Market Guide.

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With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the ec...
05/08/2026

With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the economy and financial markets in Weekly Headings:

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