David Edgar Carbajal, CFP® @PlanWithDavid

Vice President at Woodforest Wealth Strategies | Investor | Speaker | Financial Advisor, Raymond James / Husband / Bilingual CERTIFIED FINANCIAL PLANNER™ raymondjames.com/smicd.htm Houston, TX Joined December 2014

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

For the Federal Reserve, the decision to lower interest rates should stand on its own economic and monetary policy merits, notes Chief Economist Eugenio Alemán. See further insights in the latest Weekly Economic Commentary. raymondjamesconnect.com/tB2J8T

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

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. raymondjamesconnect.com/tOIYat

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

Yesterday's trade saw the market encouraged by an increase in retail sales and a decrease in initial jobless claims, which helped boost the S&P 500 and Nasdaq Composite to fresh record highs. Read more in the Morning Brew. raymondjamesconnect.com/tSCec_

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

As homebuilder confidence remains near its lowest levels since 2022, 38% of builders cut prices in July, the highest proportion in three years. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/t8mTIf

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

This week was a catalyst-heavy, with tariff and trade rhetoric accelerating. We don't view the threats as final. We believe the elevated tariff rates are likely a negotiating tactic rather than the end goal. Read the Weekly Market Guide. raymondjamesconnect.com/tOG4z5

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

The main catalysts for today's session are quite similar to yesterday; the market awaits the release of a key piece of inflationary data while a slate of large banks have reported their earnings before the open. Read more in the Morning Brew. raymondjamesconnect.com/tNaqYA

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

So far, markets haven't been fazed by the latest tariff announcements. Are investors too complacent about several near-term equity risks? CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tUH3oS

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam. raymondjamesconnect.com/tNqktT

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

Strategist Drew O'Neil highlights that every bond can have a unique combination of features that provide pros and cons for an investor. Depending on an investor's unique goals and risk tolerances, some structures can be more or less appropriate. raymondjamesconnect.com/tq0yTO

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

The stock market has been resilient in the face of tariff announcements over the past two weeks but has been subject to some softer pockets when the country in question is a close trading partner. Read more in the Morning Brew. raymondjamesconnect.com/ttqW4Z

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

The trade war has heated up again, and the resurgence of tariff risks could introduce some volatility to markets in the upcoming weeks. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/toa52W

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

While the One Big Beautiful Bill Act aims to curb government spending, the proposed tax cuts could reduce fiscal revenues by trillions. Chief Economist Eugenio Alemán analyzes the bill's implications and unpacks the potential consequences to the national d raymondjamesconnect.com/tm4Fxv

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

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. raymondjamesconnect.com/td9S7C

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

President Trump also said in a NBC News phone interview that most trading partners will face a 15-20% tariff, and that the EU will get a tariff letter later today. Read more in the Morning Brew. raymondjamesconnect.com/tG48hT

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

Initial jobless claims dropped to their lowest level since mid-May. While companies aren't cutting jobs aggressively, they're also not hiring at their previous pace. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tt20Ju

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

A big reason for the S&P 500's V-bottom (and 30% gain in 60 days) to new highs was, not only worst-case fears on tariffs being rolled back to a degree but, optimism on a tax bill. Read the Weekly Market Guide. raymondjamesconnect.com/tULPe8

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

President Trump announced a 50% tariff on Brazil and confirmed that the 50% tariff on copper will be effective August 1, though trade developments did little to stifle yesterday's bullish action. Read more in the Morning Brew. raymondjamesconnect.com/tcbcgg

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

The release of the June FOMC meeting minutes highlighted a clear divide among policymakers on the future path of interest rates. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/t1U4JZ

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

Financial Times reports that the EU is close to a trade deal with the U.S., but that the tariff imposed will likely be higher than the rate for the U.K. Read more in the Morning Brew. raymondjamesconnect.com/tG-pvA

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David Edgar Carbajal, CFP® @PlanWithDavid

2 months ago

Fiscal concerns are once again driving global bond yields higher. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. raymondjamesconnect.com/tqofij