Intrepid Financial Serv. - Wilmot "Bill" D. Lee III, AIF -Financial Planner

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Intrepid Financial Serv. - Wilmot "Bill" D. Lee III, AIF -Financial Planner

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm

Licensed Life, Disability & Long-Term Care Insurance
National Futures Association Registered Representative

Intrepid Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

11/02/2026

Senior Strategist Doug Drabik discusses that the measure of a successful swap is not simply a higher coupon or yield, but whether the transaction improves the portfolio in a way that justifies its costs and tradeoffs. Understanding what is gained, what is surrendered, and how the exchange supports the investor's objectives is what makes a swap successful.

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11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

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11/02/2026

Nov. 2 - Equity futures point to a higher open this morning, with AI-related stocks and semiconductors showing signs of a rebound following last week's sharp losses.

Read more in the Morning Brew.

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11/02/2026

Despite a scare for markets, our long-term outlook remains constructive. Demand for AI solutions is still accelerating as the focus stays on earnings. CIO Larry Adam digs deeper in today's Up & Adam.

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10/30/2026

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.

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10/30/2026

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.

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10/30/2026

The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Economist Eugenio Alemán explores the dynamics in the latest Weekly Economics.

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10/30/2026

Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretionary company and weak guidance from a large semiconductor company. NASDAQ futures are down more than 2.0%.

Read more in the Morning Brew.

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10/30/2026

AI capital investment and consumer spending power 3Q GDP growth. Meanwhile, Microsoft surprises with a bond deal as investment grade issuance sets an all-time high. CIO Larry Adam has the latest insights in today's Up & Adam.

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10/29/2026

After the Fed decides to hold interest rates steady, markets will digest the latest GDP numbers and Tech earnings. CIO Larry Adam has the latest insights in today's Up & Adam.

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