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Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
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  • UPPER ARLINGTON, OH OFFICE
    2074 Arlington Ave Upper Arlington, OH 43221-4395 T: 614.222.4888 TF: 888.760.9313
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  • BLUFFTON, SC OFFICE
    49 Boundary St Bluffton, SC 29910-7010 T: 614.222.4888 TF: 888.760.9313
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April 2026 Investment Strategy Quarterly
4/1/2026
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
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
Read
Individual bonds benefit from elevated yields and spreads
3/30/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Shifting the lens and broadening perspective
3/27/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Investing outlook: discipline over emotion
3/25/2026
Raymond James Chief Investment Officer Larry Adam shares key drivers shaping markets and the economic outlook
Markets & Investing
Read
Tailored lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.

Markets & Investing
Read
Geopolitical disturbance, market volatility, and bond opportunities
3/23/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Why the US economic outlook remains resilient amid oil disruption
3/20/2026
Raymond James Chief Investment Officer Larry Adam explains the market dynamics amid oil disruption.
Markets & Investing
Markets and economic outlook remain constructive amid oil-driven narrative
3/20/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing

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

Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
  • 2074 Arlington Ave Upper Arlington, OH 43221-4395
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions
  • 49 Boundary St Bluffton, SC 29910-7010
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions