The Perl Group of Raymond James

06/25/2026

Taxes are rarely the headline—but they're almost always part of the outcome.

Whether navigating divorce, selling a business, or rethinking a real estate portfolio, tax implications can influence timing, structure, and net results.

Yet they're often addressed too late in the process.

A more coordinated, forward-looking approach can help bring clarity to complex decisions—and reduce the likelihood of unintended surprises.

Visit our site to learn how we help business owners and divorcing clients position themselves for an optimal outcome both during and after their life transition. https://www.raymondjamesconnect.com/aLN5Sf

06/25/2026

The major averages are coming off a lower showing, with pressure across semiconductors and other tech names offsetting another session of broader market participation as oil prices and Treasury yields continued to fall.

Read more in the Morning Brew.

amazonaws.com

06/25/2026

Volatility and market rotation continued, with the S&P 500 taking a breather and consolidating near its 50-DMA. Avoiding a rollover from this area is important for preserving the market's upside trajectory.

Read more in the Weekly Market Guide.

amazonaws.com

06/24/2026

Equity futures point to a higher open as tech stocks, and in particular, semiconductor and memory names, are rebounding from yesterday's selloff.

There are fewer geopolitical developments to monitor this morning.

Read more in the Morning Brew.

amazonaws.com

06/23/2026

On paper, numbers look straightforward. In reality, they rarely are.

Appreciated assets like real estate, concentrated stock, or business interests may carry embedded tax exposure that affects their true economic value over time.

This becomes especially important in divorce or major wealth transitions, where assets are divided or repositioned.

The question isn't just "What is it worth?"
It's "What is it worth after everything is considered?

Visit our Video Library to learn more about how we help our clients understand the true economic value of a significant wealth event. https://www.raymondjamesconnect.com/aESL8q

06/23/2026

Equity futures point to a lower opening, as semiconductor stocks face sharp losses in the premarket. Pronounced weakness across other mega-cap tech names pushed the major averages to a mostly lower finish.

Read more in the Morning Brew.

amazonaws.com

06/22/2026

Equity futures point to a flattish opening this morning as investors monitor mostly optimistic updates on negotiations between the U.S. and Iran coming off the long holiday weekend.

Read more in the Morning Brew.

amazonaws.com

06/18/2026

When the professional becomes personal, financial guidance goes deeper, carving a path to your future shaped by the things that matter most.

06/18/2026

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.

amazonaws.com