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.

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

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Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of...
08/31/2026

Senior Strategist Doug Drabik points out that with current rates elevated, fixed income is providing the dual benefit of helping preserve capital and earn higher income.

raymondjames.com

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage b...
08/31/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Inve...
08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

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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...
08/28/2026

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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While consumption is a large component of the US economy, economic investment often drives the business cycle. Raymond J...
08/28/2026

While consumption is a large component of the US economy, economic investment often drives the business cycle. Raymond James Chief Economist Eugenio Alemán explains the dynamic and its implications for growth.

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Doug Drabik explains that rather than focusing on predicting the next Fed decision or government intervention, investors...
08/24/2026

Doug Drabik explains that rather than focusing on predicting the next Fed decision or government intervention, investors may be better served by recognizing what the market is already providing: historically attractive income opportunities across portions of the Treasury curve and an opportunity to lock in those rates before the next chapter of the tug of war begins.

raymondjames.com

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for ...
08/24/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

raymondjames.com

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market...
08/21/2026

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

raymondjames.com

The latest FOMC minutes reflected a committee that remained broadly hawkish. Raymond James Chief Economist Eugenio Alemá...
08/21/2026

The latest FOMC minutes reflected a committee that remained broadly hawkish. Raymond James Chief Economist Eugenio Alemán examines takeaways and what the latest data could mean for the path forward:

raymondjames.com

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