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 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.

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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.

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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.

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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:

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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.

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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...
09/25/2026

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 Treasury yields reach their highest levels since 2007, Raymond James CIO Larry Adam explores what it means for the ec...
09/25/2026

As Treasury yields reach their highest levels since 2007, Raymond James CIO Larry Adam explores what it means for the economy, equities and credit markets.

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In Weekly Economics, Raymond James Chief Economist Eugenio J. Alemán explores why today's inflation drivers and concentr...
09/25/2026

In Weekly Economics, Raymond James Chief Economist Eugenio J. Alemán explores why today's inflation drivers and concentrated consumer spending complicate the question of whether higher rates can return inflation to target.

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Strategist Drew O'Neil explains that investors once had to take on more credit risk to meet their yield goals. Today's f...
09/21/2026

Strategist Drew O'Neil explains that investors once had to take on more credit risk to meet their yield goals. Today's fixed income market offers higher yields in higher-quality bonds.

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In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán interprets the Federal Reserve's latest dec...
09/18/2026

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán interprets the Federal Reserve's latest decision and recent economic data, analyzing what they suggest about the path back to the Fed's 2% inflation target.

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107 S. 2nd Street
Geneva, IL
60134

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

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+16304574068

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