Dunn Financial Services Corporation

11/02/2026

Strategist Drew O'Neil discusses that while yields were higher just a few weeks ago, there's no guarantee they'll return to those levels. Rather than trying to time the market, investors may benefit from focusing on today's opportunities and whether locking in current yields supports their long-term financial goals.

raymondjames.com

11/02/2026

This week's report, written by Gina Fay, Director and Co-Head of Fixed Income Private Wealth, shares why investors shouldn't be spooked by recent market volatility and how today's elevated municipal bond yields may create opportunities to rebalance portfolios and lock in tax-efficient income.

amazonaws.com

10/30/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

raymondjames.com

10/30/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

raymondjames.com

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.

amazonaws.com

10/30/2026

October is Cybersecurity Awareness Month — an opportunity to help plan sponsors reinforce the importance of protecting participants' retirement savings. The Employee Benefits Security Administration outlines 12 cybersecurity best practices, including risk assessments, employee training, strong access controls and incident response planning. Regularly reviewing these practices can help safeguard sensitive participant information and plan assets.

dol.gov

10/29/2026

Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam examines potential catalysts for financial markets, including a Federal Reserve meeting, technology earnings and the midterm elections.

raymondjames.com

10/29/2026

For lives centered on found families, communities and favored causes, estate planning is a way to ensure your wishes and the things you value are honored today and into the future:

raymondjames.com

10/29/2026

Oct. 28 - Equity futures point to a mostly higher opening this morning as investors assess another round of corporate earnings and await this afternoon's FOMC decision.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

10/29/2026

Despite cost pressures, consumer confidence has rebounded and people are still spending on cruises and flights. Plus, we'll lay out what we expect at today's FOMC meeting. CIO Larry Adam has more in today's Up & Adam.