Resources - Patel Wealth Partners

Investing outlook: discipline over emotion

3/25/2026

Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook

Markets & Investing

Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing

Geopolitical disturbance, market volatility, and bond opportunities

3/23/2026

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

Markets & Investing

Tax-advantaged accounts: A powerful addition to your financial plan

The benefits of tax-efficient wealth management.

Tax Planning

Why the US economic outlook remains resilient amid oil disruption

3/20/2026

Raymond James Chief Investment Officer Larry Adam explains the market dynamics amid oil disruption.

Markets & Investing

Markets and economic outlook remain constructive amid oil-driven narrative

3/20/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

How rebalancing helps keep your portfolio on track

Keeping your financial plan aligned with your goals, risk tolerance and time horizon.

Markets & Investing

Initial reaction

3/16/2026

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

The Federal Reserve’s path forward amid geopolitical tensions and labor data

3/13/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

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 to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Patel Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Patel Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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

The future at your fingertips