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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 points out that rather than trying to predict where interest rates are headed, investors m...
10/14/2026

Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors may benefit from focusing on what today's yields can provide: meaningful income and predictable cash flow aligned with long-term financial goals.

raymondjames.com

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/13/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the cur...
10/09/2026

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the current cycle compares with history and whether the rally still has room to run.

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...
10/09/2026

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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Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goo...
10/09/2026

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goods imports, fueled by AI and data center investment, could support future economic growth in the latest Weekly Economics.

raymondjames.com

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its pur...
10/05/2026

Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its purpose. A statement reflects what a bond is worth today; an individual bond portfolio is built around the income, cash flow and principal it is designed to deliver over time.

raymondjames.com

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam exami...
10/02/2026

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam examines the risks and opportunities that could shape the months ahead.

raymondjames.com

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Al...
10/02/2026

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Alemán explains the economic data points and dynamics in play.

raymondjames.com

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an...
09/28/2026

Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an opportunity to lock in attractive income for longer.

raymondjames.com

Address

107 S. 2nd Street
Geneva, IL
60134

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 7pm
Friday 8am - 5:30pm

Telephone

+16304574068

Website

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