Resources | Shorebridge Wealth Management

Start the new year with a long-term benefit

1/5/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets and Investing

S&P 500 tallies double-digit gains in 2025

1/5/2026

The S&P 500 tallied double-digit gains for the third consecutive year and hit 38 new record highs in 2025.

Markets & Investing

January 2026 Investment Strategy Quarterly

1/5/2026

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

Markets & Investing

Ten themes for 2026

1/2/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Federal Reserve FOMC minutes show divisions

1/2/2026

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Keep on giving

Prioritizing philanthropy in retirement starts with strategy.

Estate & Giving

Looking ahead to 2026

12/29/2025

Raymond James Chief Investment Officer Larry Adam offers insight into his 2026 market outlook.

Markets & Investing

Tech nostalgia: In with the old

What inspires the recent appeal of obsolete technology.

Technology & Innovation

Giving is a family affair

How to inspire charitable values for years to come.

Estate & Giving

Raymond James financial advisors may only conduct business with residents of the states and 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 of 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

SPEAK WITH AN ADVISOR