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  • Scottsdale AZ-FTL
    6720 N. Scottsdale Road Suite 390 Scottsdale, AZ 85253-4421 O: 480.907.7192
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Southwest Wealth StrategiesSouthwest Wealth Strategies
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May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
April review: Markets advance through global volatility
4/30/2026
April showed us just how sensitive markets can be to a small number of powerful forces: energy prices, inflation and geopolitical risk. 
Markets & Investing
Read
Read
A pivotal time for the Federal Reserve
4/20/2026
Raymond James Senior Investment Strategist Tracey Manzi examines how Kevin Warsh’s appointment could shape Fed policy outlook.
Markets & Investing
What drives gas price volatility and how it impacts US households
4/7/2026
Geopolitical tensions and disruptions to global energy supply often lead to higher gas prices at the pump. 
Markets & Investing
March review: Global energy turmoil shapes markets
3/31/2026
All eyes were turned toward the Middle East throughout the month of March, with the US and Israel’s ongoing conflict with Iran causing energy prices to surge.
Markets & Investing
Read
February review: Markets navigate AI-driven volatility
3/2/2026
The mostly flat surface of the S&P 500 belied turbulence underneath, with AI‑driven disruption fears contributing to the volatility.
Markets & Investing
Read
January review: Markets push past geopolitics
2/2/2026
Despite pockets of volatility to start the year, equity markets finished higher in January.
Markets & Investing
Read
2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing ...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by i...
Markets & Investing
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Southwest Wealth StrategiesSouthwest Wealth Strategies
  • 6720 N. Scottsdale Road Suite 390 Scottsdale, AZ 85253-4421
  • O 480.907.7192
  • Map & Directions
  • Map & Directions

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