Devin Schwartz - Beyond Wealth Advisors

Devin Schwartz - Beyond Wealth Advisors Devin Schwartz enjoys meeting personally with clients, developing close relationships and helping them achieve their financial goals.

Before joining Beyond Wealth Advisors in 2021, he was a financial advisor for eleven years at Waddell & Reed. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-inco...
06/03/2026

Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-income consumers amid inflation pressures. CIO Larry Adam shares perspective on today's market-moving headlines in Up & Adam.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/02/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

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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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...
05/29/2026

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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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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Summer jobs still matter to the individuals who get them, but teen participation in the labor force has fallen significa...
05/29/2026

Summer jobs still matter to the individuals who get them, but teen participation in the labor force has fallen significantly since the early 2000s. Raymond James Chief Economist Eugenio J. Alemán explains the forces at work:

raymondjames.com

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
05/29/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

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Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices...
05/28/2026

Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices. CIO Larry Adam shares insight on the latest earnings signals and what they may suggest for demand in the second half of the year.

amazonaws.com

With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reache...
05/27/2026

With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reached another milestone. CIO Larry Adam explains today's market-moving headlines in Up & Adam.

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