The Perl Group of Raymond James

The Perl Group of Raymond James Experienced, credentialed financial advisors specializing in business owners, high net worth situations, and divorce planning.

We welcome the opportunity to serve you and your family.

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across ...
06/10/2026

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across tech names. Solid rotation into the broader market helped limit losses at the index level.

Read more in the Morning Brew.

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When expertise comes from a professional who cares about you, a financial plan becomes a path forward. That's the power ...
06/09/2026

When expertise comes from a professional who cares about you, a financial plan becomes a path forward. That's the power of personal.

Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.The group led the major...
06/09/2026

Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.

The group led the major averages to a higher finish yesterday, though broader market strength steadily deteriorated.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win...
06/08/2026

Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win streak for the S&P 500.

Read more in the Morning Brew.

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Sudden wealth is a powerful opportunity—if you have the right team behind you.A trusted advisor helps you:• Navigate tax...
06/06/2026

Sudden wealth is a powerful opportunity—if you have the right team behind you.

A trusted advisor helps you:
• Navigate tax implications
• Create a clear, values-based plan
• Invest wisely and manage risk
• Set healthy financial boundaries

Because wealth that lasts isn't accidental—it's intentional.

Don't go it alone.

Visit our site to learn more or request a private consultation. https://www.raymondjamesconnect.com/a5_ZEh

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/05/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Headlines are relatively quiet this morning, including on the geopolitical front. Crude oil is little changed, and repor...
06/05/2026

Headlines are relatively quiet this morning, including on the geopolitical front. Crude oil is little changed, and reports continue to indicate limited negotiation progress between the U.S. and Iran.

Read more in the Morning Brew.

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The information technology sector lagged yesterday, with weakness across software names and a poor showing from mega-cap...
06/04/2026

The information technology sector lagged yesterday, with weakness across software names and a poor showing from mega-cap stocks.

Equity futures point to a lower opening this morning.

Read more in the Morning Brew.

amazonaws.com

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been...
06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

Most people don't lose wealth overnight—it slips away quietly.Here's how:1️⃣- Lifestyle inflation2️⃣- Unexpected tax bil...
06/04/2026

Most people don't lose wealth overnight—it slips away quietly.

Here's how:
1️⃣- Lifestyle inflation
2️⃣- Unexpected tax bills
3️⃣- Pressure to give or spend
4️⃣- Lack of a long-term plan

But this doesn't have to be YOUR story.

With the right strategy, your wealth can grow, protect your future, and support what matters most to you.

Ready to make a plan? Visit our site to request a private consultation. https://www.raymondjamesconnect.com/aCal6R

Address

2950 E. Harmony Road Suite 255
Fort Collins, CO
80528

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