Aaron Wartes, Financial Advisor, Constellation Wealth Services

Aaron Wartes, Financial Advisor, Constellation Wealth Services At Constellation Wealth Services, we have one main momentum builder: NAVIGATING YOUR WEALTH. We put Member FINRA/SIPC.

President, Constellation Wealth Services |
Financial Advisor, RJFS
Securities offered through Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment O...
06/05/2026

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions:

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Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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

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

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Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

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As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Ada...
05/15/2026

As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Adam examines the key near-term challenges facing the Fed in the latest Weekly Headings.

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With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the ec...
05/08/2026

With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the economy and financial markets in Weekly Headings:

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Elevated oil prices are creating near-term pressure, but strong fundamentals are expected to help offset the impact. Ray...
05/01/2026

Elevated oil prices are creating near-term pressure, but strong fundamentals are expected to help offset the impact. Raymond James Chief Investment Officer Larry Adam shares four key reasons oil prices are expected to trend lower into year-end.

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As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earni...
05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

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Equity markets have hit several milestones in recent weeks. Attention now turns to updates on the Iran conflict, economi...
04/24/2026

Equity markets have hit several milestones in recent weeks. Attention now turns to updates on the Iran conflict, economic data, earnings and the Federal Reserve. Chief Investment Officer Larry Adam explains what to watch in Weekly Headings.

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The S&P 500 recently surged 11% over 12 trading days to reach a record high. Raymond James Chief Investment Officer Larr...
04/17/2026

The S&P 500 recently surged 11% over 12 trading days to reach a record high. Raymond James Chief Investment Officer Larry Adam identifies five factors that could affect the potential for future gains in the months ahead:

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