Sofka Wealth Management

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

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

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

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:

raymondjames.com

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market...
08/21/2026

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

raymondjames.com

Golf has a way of reinforcing a lot of the same principles that matter in wealth management: preparation, patience, disc...
08/20/2026

Golf has a way of reinforcing a lot of the same principles that matter in wealth management: preparation, patience, discipline, and thinking a few shots ahead.

What a great opportunity to spend time with clients, friends, and members of our community outside the office.

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.

amazonaws.com

Proud to see Raymond James expand its support of the game we love as the new title sponsor of a PGA TOUR Champions event...
08/18/2026

Proud to see Raymond James expand its support of the game we love as the new title sponsor of a PGA TOUR Champions event in Greensboro. Looking forward to an incredible championship and the positive impact it will have on the community.

Historic tournament set to be part of PGA TOUR Championship Series in 2028 after hosting full-field event at Sedgefield Country Club in 2027 GREENSBORO, N.C.,…

08/18/2026

Ever wonder what admissions officers actually see when they review your application? Discover how colleges evaluate students in context and what can make an applicant standout in a competitive pool.

08/17/2026
08/17/2026

Think extracurriculars are just about filling up your resume? Learn why colleges value impact, leadership and authentic interests over a long list of activities, and how to build a stronger application.

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Inve...
08/14/2026

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings.

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