Jeffrey Zurek, CEPA, CPFA

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Jeffrey Zurek, CEPA, CPFA

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Financial Advisor, Raymond James Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

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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

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

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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10/28/2026

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.

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10/27/2026

Nearly 100 years later, what lessons does the 1929 stock market crash teach modern investors? Plus, will growth stocks regain ground as hyperscalers report earnings? CIO Larry Adam has answers in today's Up & Adam.

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10/27/2026

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

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