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August review: Markets advance despite familiar tensions
8/31/2026
The month of August reminded many investors that the markets rarely move in a straight line.
Markets & Investing
If it isn't broken, don't fix it!
8/31/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
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Consumption is the anchor, but investment drives the cycle
8/28/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Consumption is the anchor, but investment drives the cycle
8/28/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Infographic: Retiring early? 5 ways to help manage health care costs
Retiring before Medicare eligibility at 65 can leave a gap in health care coverage. Explore strategies to help bridge that gap.
Retirement & Longevity
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Private credit is a growing retirement income strategy
Direct lending gives options to more risk-tolerant income investors
Retirement & Longevity
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Cash balance plans: A gamechanger for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
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A look at the Federal Reserve’s shift away from forward guidance
8/24/2026
Raymond James Chief Economist Eugenio Alemán evaluates what the Federal Reserve's shift away from forward guidance means for markets and interest rates.
Economy & Policy
Tug-of-war: Who is setting interest rates?
8/24/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Rising yields may create opportunity rather than signal a bond market crisis
8/21/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Takeaways from the Federal Open Market Committee minutes
8/21/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy

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2026 Forbes Best-in-State Wealth Management Teams


The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. RIA firms do not pay a fee in exchange for this award/rating. Compensation provided for using the rating. Ismert-Barger Wealth Advisors is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.