David I. Katz, AIF, AAMS, Managing Director

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David I. Katz, AIF, AAMS, Managing Director Beacon Wealth Advisory of Raymond James Beacon Wealth Advisory of Raymond James core solutions are designed to provide a framework for your specific goals.

While each individual’s needs are unique, many people have similar planning objectives – whether to ensure they have the income they need today, to plan for retirement tomorrow or to grow their assets. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investing involves risk and investors may incur a profit or a loss. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the cur...
10/09/2026

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the current cycle compares with history and whether the rally still has room to run.

raymondjames.com

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...
10/09/2026

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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Oct. 9 - Equity futures point to a higher open this morning, supported by a rebound in semiconductor and other AI-relate...
10/09/2026

Oct. 9 - Equity futures point to a higher open this morning, supported by a rebound in semiconductor and other AI-related stocks following yesterday's sharp selloff.

Read the Morning Brew.

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Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and t...
10/08/2026

Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and the questions to ask yourself before you click, call or send money:

raymondjames.com

Oct. 8 - A renewed rise in oil prices and Treasury yields threatens to undermine yesterday's recovery, with higher energ...
10/08/2026

Oct. 8 - A renewed rise in oil prices and Treasury yields threatens to undermine yesterday's recovery, with higher energy costs adding to inflation concerns and elevated borrowing costs continuing to weigh on the broader market.

Read the Morning Brew.

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With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. ...
10/07/2026

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here's what to prepare for in a new world of scams:

raymondjames.com

Oct. 7 - Equity futures point to a lower opening this morning after the S&P 500 and NASDAQ reached record highs. Rising ...
10/07/2026

Oct. 7 - Equity futures point to a lower opening this morning after the S&P 500 and NASDAQ reached record highs. Rising Treasury yields and oil prices are creating renewed pressure, while mega-cap and tech names are trading lower.

Read the Morning Brew.

amazonaws.com

Oct. 6 - Equity futures point to a higher open this morning as stocks look to build upon a solid start to the week. Oil ...
10/06/2026

Oct. 6 - Equity futures point to a higher open this morning as stocks look to build upon a solid start to the week. Oil prices and Treasury yields are both moving lower this morning, adding to the constructive backdrop for equities.

Read the Morning Brew.

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