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  • OakWood Financial Services
    190 Linden Oaks, Suite A Rochester, NY 14625 P: 585.787.6870 F: 585.267.7189
    Map and Directions Map and Directions
  • OakWood Financial Services
    81 Main Street, Suite 101 Geneseo, NY 14454
    Map and Directions Map and Directions
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Warsh’s first FOMC meeting will put policy and Fed independence in focus
6/12/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Inflation sends mixed signals: manageable for the Federal Reserve, painful for consumers
6/12/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
Concentrated equity risk: Is it time to break your concentration?
Sometimes the very thing that creates substantial wealth poses its greatest threat.
Markets & Investing
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
Webinar Replay: Summer Outlook: Heating Up or Cooling Down?
6/8/2026
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Read
A time to plan
6/8/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Five ways today's market cycle differs from the dot-com era
6/5/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Employment and inflation: not supportive of rate cuts
6/5/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

OakWood Financial ServicesOakWood Financial Services
  • 190 Linden Oaks, Suite A Rochester, NY 14625
  • P: 585.787.6870
  • F: 585.267.7189
  • Map & Directions
  • Map & Directions
  • 81 Main Street, Suite 101 Geneseo, NY 14454
  • Map & Directions
  • Map & Directions

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. Oakwood Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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