Lisa Detanna

Lisa Detanna Management and preservation of your wealth.

NBC News reports that Iran launched rocket and drone attacks in the Persian Gulf, and the U.S. conducted self-defense st...
06/03/2026

NBC News reports that Iran launched rocket and drone attacks in the Persian Gulf, and the U.S. conducted self-defense strikes on Iran's Qeshm Island.

Equity futures point to a lower opening this morning.

Read more in the Morning Brew.

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Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-inco...
06/03/2026

Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-income consumers amid inflation pressures. CIO Larry Adam shares perspective on today's market-moving headlines in Up & Adam.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/02/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the ...
06/02/2026

Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the latest AI-infrastructure name to rocket higher after a blowout earnings report.

Read more in the Morning Brew.

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๐Ÿ’ฐ What an Amazing Day at Our Money Smarts Event! ๐Ÿ’ฐ๐ŸŒŸ Here is our wonderful team member Marjan at our fun and interactive ...
06/01/2026

๐Ÿ’ฐ What an Amazing Day at Our Money Smarts Event! ๐Ÿ’ฐ๐ŸŒŸ

Here is our wonderful team member Marjan at our fun and interactive Kids Money Smarts event and she couldn't have said it better:

"Save your money, kids!" ๐Ÿ’ตโœจ

Our event was filled with excitement, learning, and tons of smiles as kids explored how to make smart choices. From hands-on activities to fun games, everyone had the chance to learn important lessons about saving, spending, and planning for the future.

We love seeing kids get curious about money and feel confident making smart decisions. Building good money habits early can help create a bright and successful future and we're so proud to be part of that journey! ๐ŸŒˆ

A big thank you to everyone who joined us and made this day so special. We can't wait for the next Money Smarts adventure! ๐Ÿš€

๐Ÿ’ก Remember kids: Every dollar you save today helps you reach your goals tomorrow! ๐Ÿ’›
https://www.raymondjamesconnect.com/fMP4fq

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major ave...
06/01/2026

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major averages close at record highs on Friday, marking the ninth consecutive winning week for the S&P 500.

Read more in the Morning Brew.

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

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

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โœจ Global Wealth Solutions Group | Spotlight on Norma Zager: TikTok's "The Roblox Grammy" โœจWe're excited to share this in...
05/29/2026

โœจ Global Wealth Solutions Group | Spotlight on Norma Zager: TikTok's "The Roblox Grammy" โœจ

We're excited to share this inspiring Roblox Grammy, style video featuring Norma Zager, bringing together creativity, education, and purpose in a truly fun and meaningful way!

This experience highlights how today's digital platforms can go far beyond entertainment. Through interactive games and storytelling, students are learning valuable life skills such as:

๐ŸŽฎ Understanding money and financial decision-making
๐Ÿค Building social interaction and communication skills
๐Ÿพ Practicing kindness, including compassion for animals
๐Ÿ’™ Learning the importance of giving back

From popular concepts like dress to impress, own a business like a pizza shop can be used to broader educational and financial lessons, these experiences show how online environments can shape confidence, creativity, and real-world awareness.

At its core, it's about empowering the next generation, not just to play the game, but to own their futureโ€ฆ and even build their own business along the way.

๐Ÿ‘ Great work highlighting the power of learning through innovation!

Interested in learning more about our Money Smarts Program? Connect with Tara Detanna Rogers at [email protected].



Click this video to hear more... https://www.raymondjamesconnect.com/fPYEgd

Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing h...
05/29/2026

Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing highs in yesterday's action, with the S&P 500 and DJIA also notching record intraday highs.

Read more in the Morning Brew.

amazonaws.com

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
05/29/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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Beverly Hills, CA
90212

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