My Advisor & Planner

My Advisor & Planner My Advisor & Planner is a private wealth management practice that works to help assure lifestyle and legacy for the affluent client and their family.

We are an independent, privately-held practice, which allows for an uncluttered focus on you, the client.

Senior Strategist Doug Drabik highlights that attractive bond yields continue to create compelling income opportunities,...
07/20/2026

Senior Strategist Doug Drabik highlights that attractive bond yields continue to create compelling income opportunities, even as inflation, federal borrowing, and a changing Federal Reserve increase market uncertainty. In this environment, high-quality fixed income can provide dependable income, diversification, and greater confidence amid ongoing volatility.

raymondjames.com

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain...
07/17/2026

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain. Raymond James Chief Investment Officer Larry Adam explores what it could mean for markets moving forward.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
07/17/2026

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.

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June inflation data supports the case for patience as the Federal Reserve assesses the path forward. Raymond James Chief...
07/17/2026

June inflation data supports the case for patience as the Federal Reserve assesses the path forward. Raymond James Chief Economist Eugenio Alemán shares insight in Weekly Economics.

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Doug Drabik points out that when investor confidence rises, discipline becomes more important. In this elevated-rate env...
07/13/2026

Doug Drabik points out that when investor confidence rises, discipline becomes more important. In this elevated-rate environment, high-quality individual bonds may offer investors something that has been harder to find for much of the past decade: meaningful income, greater predictability, and a clearer path for keeping portfolio cash flow intact.

raymondjames.com

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. Fro...
07/11/2026

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. From equity market broadening to AI investment, Raymond James Chief Investment Officer Larry Adam shares the key themes to watch.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
07/10/2026

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.

amazonaws.com

A recent report suggests tariff pass-through may not be over. Raymond James Chief Economist Eugenio Alemán examines what...
07/10/2026

A recent report suggests tariff pass-through may not be over. Raymond James Chief Economist Eugenio Alemán examines what this could mean the economic outlook in Weekly Economics.

raymondjames.com

Strategist Drew O'Neil highlights the year to date and that there are attractive options across the product and maturity...
07/06/2026

Strategist Drew O'Neil highlights the year to date and that there are attractive options across the product and maturity spectrum for fixed income investors to take advantage of.

raymondjames.com

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Geneva, IL
60134

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