Wheeler Wealth Mgmt

Wheeler Wealth Management of Raymond James-Financial Knowledge & Expertise Connected by a Commitment to Care

[Wheeler Wealth Mgmt @WheelerWMRJ]

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.

Read more in the Weekly Market Guide. https://t.co/2GqUYSGcg3

[Wheeler Wealth Mgmt @WheelerWMRJ]

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap: https://t.co/XYQVGD1MO1

[Wheeler Wealth Mgmt @WheelerWMRJ]

Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of helping preserve capital and earn higher income. https://t.co/uz5lkyPW0V

[Wheeler Wealth Mgmt @WheelerWMRJ]

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead. https://t.co/wc5Akuapy7

[Wheeler Wealth Mgmt @WheelerWMRJ]

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. https://t.co/Mbh9yB3ZYz

[Wheeler Wealth Mgmt @WheelerWMRJ]

While consumption is a large component of the US economy, economic investment often drives the business cycle. Raymond James Chief Economist Eugenio Alemán explains the dynamic and its implications for growth. https://t.co/9WWahQFTtu

[Wheeler Wealth Mgmt @WheelerWMRJ]

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide. https://t.co/xiVfJeXzfK

[Wheeler Wealth Mgmt @WheelerWMRJ]

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more: https://t.co/BYnUfOLdm8

[Wheeler Wealth Mgmt @WheelerWMRJ]

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings. https://t.co/bcKzDjylid

[Wheeler Wealth Mgmt @WheelerWMRJ]

The latest FOMC minutes reflected a committee that remained broadly hawkish. Raymond James Chief Economist Eugenio Alemán examines takeaways and what the latest data could mean for the path forward: https://t.co/h8KzbVoUDA

[Wheeler Wealth Mgmt @WheelerWMRJ]

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. https://t.co/k9DStb8SCz

[Wheeler Wealth Mgmt @WheelerWMRJ]

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide. https://t.co/Vkx8xcKX9I

[Wheeler Wealth Mgmt @WheelerWMRJ]

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings. https://t.co/Ac6AVvDiKp

[Wheeler Wealth Mgmt @WheelerWMRJ]

Inflation eased in June and July, but upcoming data could provide a more complete picture ahead of the next Federal Open Market Committee meeting. Raymond James Chief Economist Eugenio Alemán shares his insight in the latest Weekly Economics. https://t.co/VUVqNpOYS9

[Wheeler Wealth Mgmt @WheelerWMRJ]

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. https://t.co/2RhS0UajxG

[Wheeler Wealth Mgmt @WheelerWMRJ]

Momentum Thrust Pushes S&P 500 to New Highs: The S&P 500 surged more than 5.5% over a five-day period last week, a move exceeding two standard deviations, and strong enough to propel the index to new all-time highs.

Read the Weekly Market Guide. https://t.co/8G82CH9Id6

[Wheeler Wealth Mgmt @WheelerWMRJ]

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict? https://t.co/pKeXeLdCWh

[Wheeler Wealth Mgmt @WheelerWMRJ]

Doug Drabik reminds investors that we may never know the perfect moment to invest. But successful long-term planning rarely requires perfect timing. It requires recognizing when available opportunities align with a clearly defined financial objective. https://t.co/RSRoOUTR5N

[Wheeler Wealth Mgmt @WheelerWMRJ]

The S&P 500 reached its 25th record high of the year as corporate earnings remain exceptionally strong. Raymond James Chief Investment Officer Larry Adam examines key takeaways from second quarter earnings season so far: https://t.co/jrDMXFbcUt

[Wheeler Wealth Mgmt @WheelerWMRJ]

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. https://t.co/4721i0TXz7