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.

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting...
06/01/2026

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting and not enough emphasis on the purpose of the fixed income allocation.

raymondjames.com

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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...
05/29/2026

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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As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

raymondjames.com

Summer jobs still matter to the individuals who get them, but teen participation in the labor force has fallen significa...
05/29/2026

Summer jobs still matter to the individuals who get them, but teen participation in the labor force has fallen significantly since the early 2000s. Raymond James Chief Economist Eugenio J. Alemán explains the forces at work:

raymondjames.com

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is ...
05/29/2026

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community.

raymondjames.com

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.As state-m...
05/28/2026

Compliance with state mandates is required, but employers have flexibility in how they meet those obligations.

As state-mandated retirement programs roll out, many employers are using this moment to reassess their strategy and explore broader solutions, like a 401(k), that go beyond minimum requirements.

State-sponsored programs are designed to help employers satisfy minimum compliance requirements. Depending on plan design, employer-sponsored plans may offer additional flexibility and control compared to some state-sponsored programs — which employers often consider as part of broader recruitment, retention, and total rewards strategies.

Click the brochure to learn which states are affected and what the new retirement mandates could mean for your business.

raymondjames.com

This week's report, written by Ted Ruddock, Managing Director of Fixed Income Private Wealth, shares how shifting intere...
05/27/2026

This week's report, written by Ted Ruddock, Managing Director of Fixed Income Private Wealth, shares how shifting interest rates continue to create attractive opportunities for investors to lock in higher municipal yields before conditions change.

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Elevated mortgage rates, affordability pressures and constrained supply continue to weigh on the housing market. In the ...
05/22/2026

Elevated mortgage rates, affordability pressures and constrained supply continue to weigh on the housing market. In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines why the housing market is sluggish, but not distressed:

raymondjames.com

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