Investment Strategy

Markets & Investing January 03, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways The U.S. economy is poised for its fifth year of expansion The 10-year Treasury yield should remain range-bound in 2025 Fundamentals remain supportive of U.S. equities, but gains should be more muted 2024 was a banner year—with equities soaring […]

Markets & Investing January 02, 2025 The year ahead may present challenges as markets and the economy look to maintain momentum. With markets setting new records and the economy growing at a healthy pace, the question arises: Can 2024’s positive momentum continue into 2025? Raymond James Chief Investment Officer Larry Adam shares 10 key themes […]

Markets & Investing January 02, 2025 December’s market activity highlights the need for caution in the near term. December added a question mark to the end of an otherwise strong year of growth for the equity markets. As inflation numbers continued to stagnate above its 2% year-over-year target, the Federal Reserve (Fed) – despite cutting […]

Tax Planning Capital gains tax deferral on investment property sales One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property. Most such […]