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Forman Investment Services

@FormanTroy

Financial Advisor, MBA http://raymondjames.com/smicd.htm

Behavioral biases can influence your investment choices more than you realize. Discover practical strategies to recognize and overcome behavioral biases that can impact your financial success. raymondjamesconnect.com/tnPaAZ


After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity: raymondjamesconnect.com/th4PIf


With a PARTIAL government shutdown now underway, history points to a muted impact on markets. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tOmPR5


From tax-free withdrawals to no required minimum distributions, Roth IRAs offer unique advantages. Here are a few benefits and limitations regarding Roth IRAs. raymondjamesconnect.com/tx-i73


Contributing to an employer-sponsored 401(k) is a tax-efficient way to save for retirement. Here's how to make the most of yours. raymondjamesconnect.com/t27NbP


The Beige Book may sound dull, but it offers a uniquely human lens on the economy. Learn how the Federal Reserve gathers real-world insights to help shape monetary policy. raymondjamesconnect.com/t4YjRp


College prep ramps up the last two years of high school – for students and parents alike. This checklist will help you stay on track: raymondjamesconnect.com/tqCtOB


A week that promised to provide plenty for market participants to be mindful of certainly lived up to its billing. CIO Larry Adam looks at the newsworthy week in his latest Weekly Headings. raymondjamesconnect.com/trss03

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Weekly Headings: August 1, 2025

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Did you know 529 plans can now be used for more than just college? Learn how this tax-advantaged strategy could support your child's education journey: raymondjamesconnect.com/ti84Hg


The August 1 tariff deadline is quickly approaching and CIO Larry Adam details the importance of global trade deals and the anticipated economic impact in the latest Weekly Headings. raymondjamesconnect.com/t50PDi


Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more: raymondjamesconnect.com/t_w8C_


Tensions between President Trump and Fed Chair Jerome Powell are heightened as the two continue to have opposing stances on inflation rates. CIO Larry Adam dives into the recent scrutiny over the Federal Reserve and the protections in place to ensure its i raymondjamesconnect.com/tZBnjc


CIO Larry Adam places a spotlight on tariffs and the upcoming earnings season in his latest Weekly Headings, to highlight how these areas of focus could impact the economy and equity market moving forward. raymondjamesconnect.com/t6ktZ3

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Weekly Headings: July 11, 2025

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History has a way of repeating itself and today's investors need to stay sharp, flexible and ready for anything. CIO Larry Adam provides a glimpse at his team's market and economic outlook in his latest Weekly Headings. raymondjamesconnect.com/tWPDPM


The recent Middle East conflict is a reminder for investors to not get overly complacent as unexpected risks can emerge at any time. CIO Larry Adam notes that historically, geopolitical events like this often have only a short-lived impact on markets. raymondjamesconnect.com/tlRapH


There's little urgency for the Fed to cut rates just yet, but the calm may not last. As the effects of tariffs begin to ripple through the economy, the Fed's job could get trickier. CIO Larry Adam provides insight in his latest Weekly Headings. raymondjamesconnect.com/tMvs2o


As we head into the summer months markets appear calm, but there are big questions ahead. See how the timing of key policy moves is shaping CIO Larry Adam's outlook in the latest Weekly Headings. raymondjamesconnect.com/tI8kqN

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Weekly Headings: June 6, 2025

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Twists and turns in the trade battle remain ahead as recent legal rulings add yet another layer of unpredictability. CIO Larry Adam provides his takeaways noting that long-term planning is key amidst uncertainty. raymondjamesconnect.com/tpt5j2

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Weekly Headings: May 30, 2025

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Sell in May and go away? CIO Larry Adam shares three reasons his team is cautious entering the sometimes volatile summer months. raymondjamesconnect.com/tpXi7r


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