Patel Wealth Partners

09/02/2026

Sept. 2 - Equity futures point to a mostly lower opening this morning following Tuesday's relatively sharp retreat. A surge in oil prices and pronounced weakness across technology stocks weighed heavily on the broader market.

Read Morning Brew.

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08/28/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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08/25/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

08/25/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

08/25/2026

If you own a family business, you know it's much more than a source of income.

It's a legacy, a livelihood, and often a vision that spans generations.

The question is whether your business is prepared for a future transition. Succession planning may not always feel urgent, but it can be one of the most important conversations you have.

Planning today can help protect what you've worked so hard to build.

08/25/2026

New wage growth numbers might be good news for workers, but a concern for the Fed. Chief Investment Officer Larry Adam summarizes what we're watching in today's Up & Adam.

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08/24/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://www.raymondjamesconnect.com/amA3v3

08/21/2026

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

08/21/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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08/21/2026

August 21 - Equity futures point to a higher opening after stocks faced a sharp retreat yesterday that left each major index down over 1%. Yesterday's weakness coincided with another rise in Treasury yields and oil prices.

Read more in the Morning Brew.

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