The Cavalena Team at Raymond James

06/04/2026

A universe of potential opportunity lies beyond the public markets. To know more, click this link: https://www.raymondjamesohio.com/post/a-universe-of-potential-opportunity-lies-beyond-the-public-markets-1

05/23/2026

This Memorial Day, the Cavalena Group proudly honors the courageous men and women who gave their lives in service to our country. 🇺🇸

Their sacrifice is the foundation of the freedoms and opportunities we enjoy each day. As we pause this holiday weekend, we remember those who served with honor and bravery, and we extend our gratitude to the families who continue to carry their legacy forward.

May we never forget the true meaning of Memorial Day and the price paid for liberty.

From all of us at the Cavalena Group, we wish you a safe and meaningful Memorial Day weekend.

05/01/2026

April review: Markets advance through global volatility. Click the link to read more. https://www.raymondjamesohio.com/post/april-review-markets-advance-through-global-volatility

04/13/2026

Geopolitical tensions and disruptions to global energy supply often lead to higher gas prices at the pump. Amid the current conflict in Iran, oil prices have surged to above $100 per barrel for the first time since 2022. To read more, click on this link: https://www.raymondjamesohio.com/post/what-drives-gas-price-volatility-and-how-it-impacts-us-households

03/27/2026

Rapid advances in artificial intelligence, persistent geopolitical tensions – particularly the conflict in Iran – and ongoing trade uncertainty have kept headlines loud and emotions elevated. To read more, click this link: https://www.raymondjamesohio.com/post/investing-outlook-discipline-over-emotion

01/09/2026

In 2025, the S&P 500 delivered double-digit returns for a third straight year. Heading into the fourth year of the bull market, Raymond James Chief Investment Officer Larry Adam identifies 10 themes to watch in 2026. His message: The outlook remains positive, but a year that could present an array of uncertainties for the markets and economy calls for focusing on fundamentals and adapting to change. To learn more, click on this link: https://www.raymondjamesohio.com/post/2026-investing-outlook

12/29/2025

Tailor your taxes to retirement. See how by clicking this link: https://www.raymondjamesohio.com/retirement

12/24/2025

12/17/2025

Tax-saving moves to consider before year end. To learn more click on the link below.

Tax PlanningProactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.As the year comes to a close, it may be a good time to check on your investments with an eye toward tax implications. Keeping long-term investment goals in mind, a trusted advisor can...

12/16/2025

Exploring the sources of consumer frustration.
Key takeaways. 56% of Americans say that the cost of living is the nation’s top issue. Groceries, housing, healthcare, and utilities are all sources of frustration. Recent election results suggest that Democrats are benefiting from voter anger. To learn more, click on this link: https://www.raymondjamesohio.com/weekly-headings