Rushton "Russ" Allen, Financial Advisor at Raymond James

11/03/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

raymondjames.com

11/02/2026

Senior Strategist Doug Drabik discusses that the measure of a successful swap is not simply a higher coupon or yield, but whether the transaction improves the portfolio in a way that justifies its costs and tradeoffs. Understanding what is gained, what is surrendered, and how the exchange supports the investor's objectives is what makes a swap successful.

raymondjames.com

10/26/2026

Strategist Drew O'Neil discusses that while yields were higher just a few weeks ago, there's no guarantee they'll return to those levels. Rather than trying to time the market, investors may benefit from focusing on today's opportunities and whether locking in current yields supports their long-term financial goals.

raymondjames.com

10/26/2026

Taxes can shape investment outcomes. Learn how account type, mutual funds, ETFs, SMAs, and tax loss harvesting can affect tax predictability, flexibility, and control.

troweprice.com

10/23/2026

www.usatoday.com

10/22/2026

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

raymondjames.com

10/19/2026

Doug Drabik write that today's interest rate environment offers an opportunity to secure meaningful income and cash flow without having to accurately forecast the next move in rates. Investors focused on principal preservation and predictable income may find greater value in aligning bond maturities and cash flows with their long-term financial objectives than in attempting to capture the exact peak in yields. Market conditions will change, but the contractual benefits of appropriately selected individual bonds can remain in place through maturity.

raymondjames.com

10/14/2026

Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors may benefit from focusing on what today's yields can provide: meaningful income and predictable cash flow aligned with long-term financial goals.

raymondjames.com

10/05/2026

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its purpose. A statement reflects what a bond is worth today; an individual bond portfolio is built around the income, cash flow and principal it is designed to deliver over time.

raymondjames.com

09/28/2026

Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an opportunity to lock in attractive income for longer.

raymondjames.com