Taylor Pankratz - Raymond James

We help families and small businesses pursue their financial goals through comprehensive and holistic investment guidance.

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Congress, Not Just the President, Shapes Future Legislation

While public focus remains largely on the presidential race, Washington Policy Analyst Ed Mills reminds investors that congressional outcomes are just as impactful for future regulatory changes.

raymondjames.com The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.

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Morning Brew: August 5, 2020 - www.raymondjames.com

Raymond James Equity Portfolio & Technical Strategy Director Mike Gibbs offers insight on what to expect with the markets today.

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Are Markets Underestimating the Odds of a Democratic Sweep?

Washington Policy Analyst Ed Mills discusses the timing of a second round of coronavirus relief, his current election outlook and other ongoing policy initiatives. Listen to For What It's Worth:

raymondjames.com The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.

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The Pandemic So Far... - www.raymondjames.com

Read the weekly economic commentary from Chief Economist Scott Brown.

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Investment Strategy Client Call: April 13, 2020 - www.raymondjames.com

April 13, 2020 Webinar Replay: As first quarter earnings season begins, CIO Larry Adam @LarryAdamRJ takes a look at the virus' impact on earnings and the markets.

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The Psychology of Investors - www.raymondjames.com

Emotion plays a vital role in the equity market and emotional cycles often repeat with every bull and bear market. Click to see the cycle applied to current market conditions:

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raymondjames.com

Volatility Continues as Fiscal Stimulus Package Takes Shape

The fiscal stimulus discussion includes direct cash payments to individuals, support for small business loans, industry relief for airlines and hotels, other industry support such as tax credits, and changes to health programs. Learn more:

raymondjames.com The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.

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Fed Cuts Rates, Restarts QE as Economic Outlook Deteriorates - www.raymondjames.com

Raymond James Chief Economist Scott Brown discusses the recent measures taken by the Fed to counter the downside economic risks of the coronavirus.

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Volatility Resources | Raymond James - www.raymondjames.com

During times of uncertainty, we know many of you may be feeling apprehensive, but it's wise to remain calm.

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Weekly Market Guide - www.raymondjames.com

For a technical view on current portfolio strategy, read the latest Weekly Market Guide:

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Markets Flash Fear as COVID-19 Approaches Pandemic Status - www.raymondjames.com

With the rapid spreading of the Coronavirus across multiple countries, you may have questions about the potential economic and health impacts of the virus. Raymond James Healthcare Policy Analyst Chris Meekins shares his insights. Click to learn more:

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Down with the Sickness - www.raymondjames.com

Read the weekly economic commentary from Chief Economist Scott Brown.

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Read these tips before making any important decisions regarding Social Security benefits: https://go.rjf.com/2qz5Cbq .

Check out the new edition of Investment Strategy Quarterly from the Investment Strategy Committee https://go.rjf.com/2fQ7AM7 .

Can a recession be forecasted? We have only had 11 recessions since World War II (and just three in the past 37 years) but with an ever-evolving economy, predictions can be tricky: https://go.rjf.com/2M8Rg8W .

Check out the new edition of Investment Strategy Quarterly from the Investment Strategy Committee https://go.rjf.com/2ysgk5O .

When volatility hits, keep a cool head and consider taking advantage of these potential opportunities. https://go.rjf.com/2WffDJP .

With new federal tax legislation in place, 529 plans can now be used for more than just college savings. Learn more: https://go.rjf.com/2UUF2rB .

Will Social Security still be around when you need it? Learn more about common myths and ways to gain the most from your hard-earned retirement benefits. https://go.rjf.com/2Glec3c .

Social Security is complicated. We have the resources to help you navigate the twists and turns: https://go.rjf.com/2U3PpUG .

Sometimes, things don't always go according to plan. Review a list of retirement plan blind spots and how to correct them: https://go.rjf.com/2uwmbn4 .

Take our quiz, and uncover your hidden biases and what it takes to outsmart your subconscious. https://go.rjf.com/2CuTTj2 .

It may not be a romantic topic, but it is an important one: When it comes to retirement, are you and your partner on the same page? Find out: https://go.rjf.com/2UYwMm5

raymondjames.com

2019 Outlook: What Lies Ahead? [INFOGRAPHIC]

Take a look at these key insights for 2019 from the Raymond James Investment Strategy Committee members.

raymondjames.com Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.

claruswealthgroup.com

Investment Consulting | Houston | Clarus Wealth Group

Are you happy with the investment advice you're receiving?
Check out our website to learn more about our investment management process and how we add value to our clients.

https://www.claruswealthgroup.com/investment-consulting

claruswealthgroup.com Clarus Wealth Group is a Wealth Management Firm delivering Financial Clarity through our C6 Framework.

Check out the new edition of Investment Strategy Quarterly from the Investment Strategy Committee https://go.rjf.com/2fQ7AM7 .

raymondjames.com

2019 U.S. Equity: Investors Focused on Trade Policy

Equity markets also continue to monitor the Fed’s tightening cycle and the moderation of economic growth abroad.

raymondjames.com Equity markets also continue to monitor the Fed’s tightening cycle and the moderation of economic growth abroad.

raymondjames.com

Is a Recession Approaching? The Fed Is Divided [VIDEO]

Chief Economist Scott Brown discusses his thoughts on the yield curve's changing shape and the Fed's debate on what this means for the economy:

raymondjames.com Fed officials have been debating the yield curve’s changing shape and future implications since the summer, shares Chief Economist Scott Brown.

raymondjames.com

Volatility Dominates, but Economic Data Remains Healthy

Read the latest from Chief Investment Officer, Larry Adam, who says that despite the current market turmoil, several factors support future equity growth.

raymondjames.com Despite the current market turmoil, several factors support future equity growth, says Chief Investment Officer Larry Adam, CFA, CIMA, CFP®.

raymondjames.com

Is the Tech Sector Dominating Your Portfolio? [VIDEO]

Learn why the biggest names in technology have powered both the stock market gains and recent bouts of volatility.

raymondjames.com The biggest names in technology have powered both stock market gains and recent bouts of volatility.

raymondjames.com

Stock Indices Rattled by Tech Sector Woes

The week began with a significant selloff in U.S. stocks, led by technology declines. Concerns over trade, faltering technology sales and fears around possible data regulation combined to push down on all major equity indices.

raymondjames.com Concerns over trade, faltering technology sales and fears around possible regulation of data are weighing heavily on markets this week.

raymondjames.com

What Will This Split Congress Serve Up in 2019? [VIDEO]

Investigations, infrastructure and immigration will all be on the table, says Washington Policy Analyst Ed Mills.

raymondjames.com Investigations, infrastructure and immigration will all be on the table, says Washington Policy Analyst Ed Mills.

raymondjames.com

Selling

Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

raymondjames.com Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut.

raymondjames.com

Familiarity | Behavioral Finance | Raymond James

When it comes to financial planning, could sticking to what you know leave you stuck?

raymondjames.com From your coffee order to the contents of your investment portfolio, explore how relying on familiarity can hold you back.

raymondjames.com

Overconfidence | Behavioral Finance | Raymond James

You've got this. Or do you? Learn how overconfidence can hinder your long-term financial plan.

raymondjames.com From overestimating your odds to underestimating outside influences, see how overconfidence can undermine you.

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