Constitution Financial Partners

Constitution Financial Partners Financial & Retirement Planning: Branch 8MD: 978-777-5500. We offer guidance and education to client Member FINRA/SIPC.

The professionals at Constitution Financial Partners, LLC offers guidance and education to clients to help them build and preserve wealth. Applying the “Client Bill of Rights” as the cornerstone to advice, we rely on experience and a deep understanding of our clients’ unique financial lives. Our team offers individual solutions empowering clients to control their financial future. Securities offer

ed through Raymond James Financial Services, Inc. Constitution Financial Partners, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your ...
03/03/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

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Equity futures point to a lower opening this morning after stocks put up a mixed finish yesterday in reaction to a whirl...
03/03/2026

Equity futures point to a lower opening this morning after stocks put up a mixed finish yesterday in reaction to a whirlwind of geopolitical developments.

Read more in the Morning Brew.

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The ISM report and nine-month highs in oil prices reignited market concerns about inflation, sending the 10‑year Treasur...
03/03/2026

The ISM report and nine-month highs in oil prices reignited market concerns about inflation, sending the 10‑year Treasury yield higher. CIO Larry Adam shares insight in today's Up & Adam.

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Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" ...
03/02/2026

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" room to run and sparing those with diversified equity positions from contractions at the top. More details in the February market recap:

raymondjames.com

Equity futures point to a lower opening this morning following attacks by the U.S. and Israel on Iran over the weekend, ...
03/02/2026

Equity futures point to a lower opening this morning following attacks by the U.S. and Israel on Iran over the weekend, with Iran launching its own strikes against several countries in the region as a response.

Read more in the Morning Brew.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
03/02/2026

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

amazonaws.com

AI-related disruption has moved to the forefront of market conversations. Raymond James Chief Investment Officer Larry A...
02/27/2026

AI-related disruption has moved to the forefront of market conversations. Raymond James Chief Investment Officer Larry Adams examines what AI's continued evolution could mean for the economy and financial markets in the months ahead:

raymondjames.com

Shares of a mega-cap semiconductor company rolled yesterday despite a stellar beat-and-raise earnings report, which pave...
02/27/2026

Shares of a mega-cap semiconductor company rolled yesterday despite a stellar beat-and-raise earnings report, which paved the way for a weak day across mega-cap and semiconductor names.

Read more in the Morning Brew.

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Cooling inflation expectations and aversion have pushed Treasury yields lower, setting the stage for a closely watched P...
02/27/2026

Cooling inflation expectations and aversion have pushed Treasury yields lower, setting the stage for a closely watched PPI report. At the same time, semiconductor strength has helped emerging markets outperform. CIO Larry Adam shares insight in Up & Adam.

amazonaws.com

Equity futures point to a flattish opening this morning after the major averages posted solid gains in the previous sess...
02/26/2026

Equity futures point to a flattish opening this morning after the major averages posted solid gains in the previous session amid another day of solid tech leadership.

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.
02/26/2026

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

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85 Constitution Lane, Ste 100E
Danvers, MA
01923

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