Millsap & Overby Wealth Management

10/16/2026

Third-quarter earnings season will test whether corporate results can support the broader economy's strength. In the latest Weekly Headings, Raymond James Chief Investment Officer Larry Adam shares five key questions investors should watch earnings season.

raymondjames.com

10/16/2026

✨Financial Tip Friday✨

Compounding allows your savings and investment returns to potentially build upon one another over time.

10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

amazonaws.com

10/15/2026

Legacy planning is about more than transferring assets. It is also about preserving the stories, values, milestones, and intentions that give those assets meaning.

That is why I have chosen to make Total Family available to my clients at no additional cost. It gives families a place to capture what matters most and helps me bring that understanding into our conversations about financial and investment decisions.

If you are a client and would like an invitation, please reach out.

Raymond James is not affiliated with Total Family. The services described are provided solely by Total Family, which is responsible for its own products and services. Raymond James is not recommending or endorsing Total Family or its products or services. Clients are not required to use Total Family and may choose any provider they determine is appropriate for their needs

10/13/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

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

10/09/2026

✨Financial Tip Friday✨

Your financial plan should connect your income, savings, investments, taxes and long-term goals.

10/07/2026

Medicare's Annual Enrollment Period runs from October 15 through December 7. Even if you're satisfied with your current coverage, plan costs, benefits and provider networks can change each year. Consider engaging with Chapter, a Medicare advisory service provider, and review your options to ensure your coverage still meets your needs.
Questions about Medicare? Read the one-pager to get started.

raymondjames.com

10/05/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

raymondjames.com

10/02/2026

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam examines the risks and opportunities that could shape the months ahead.

raymondjames.com