Skip to content
OakWood Financial ServicesOakWood Financial Services
  • Home
  • About Us
    • About Us
    • What Makes Us Different
    • Mike McNaughton
    • Dan Schmitz
    • Greg Schuler
    • Traci Lewis
    • John Woodworth
    • Jeff Santillo
    • Allen Vitale
    • Melissa McNaughton
    • Christina Doody
    • Chris Cahill
    • Samantha Watt
    • Erin Singleton
    • Julie Mersdorf
    • Chacora Abrams
    • Denise Ash
    • Rushell Grant
    • Justin Janssen
    • About Raymond James
  • Our Services
    • Our Services
    • Our Approach
    • Retirement Planning
    • Financial Planning
    • Investment Management
    • Estate, Charitable Giving & Trust
    • Business Planning
    • Investment Banking
  • Our Clients
    • Our Clients
    • Private Wealth
    • Retirees
    • Pre-Retirees
    • Families & Individuals
    • Women Investors
    • Business Owners
  • Resources
    • Resources
    • Client Access Videos
    • Resources
    • Calculators
    • WorthWhile
  • Community
  • Contact Us
    • Contact Us
    • Schedule a meeting
    • Event RSVP
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 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
Reset All Filters
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
Concentrated equity risk: Is it time to break your concentration?
Sometimes the very thing that creates substantial wealth poses its greatest threat.
Markets & Investing
Read
Watch Webinar
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
A time to plan
6/8/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
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
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
Read
Asking the more appropriate question
6/1/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
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
Market focus shifts from earnings to macro catalysts
5/29/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Despite headwinds, fundamentals remain strong
5/22/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Updated S&P 500 target: three key drivers
5/20/2026
Raymond James Chief Investment Officer Larry Adam discusses the key drivers behind the updated year-end S&P 500 target.
Markets & Investing

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.

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

© 2026 Raymond James Financial, Inc.