Planetree Wealth Advisors of Raymond James - Sycamore, IL

Planetree Wealth Advisors of Raymond James - Sycamore, IL Financial Planning and Services Our advisors turn investments and financial planning into an enjoyable and personalized process.

Raymond James financial advisors may only conduct business with residents of the states and or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Mark G.Overby, AAMS,WMS,CEP
Senior Vice President, Investments
Branch Manager

Joshua S.Haka, AAMS,WMS
Vice President, Investments

As the midterm elections approach, political rhetoric can intensify and contribute to short-term market volatility. Expl...
10/09/2026

As the midterm elections approach, political rhetoric can intensify and contribute to short-term market volatility. Explore the potential impact of the elections on the equity market and sector-specific policy.

raymondjames.com

Oct. 9 - Equity futures point to a higher open this morning, supported by a rebound in semiconductor and other AI-relate...
10/09/2026

Oct. 9 - Equity futures point to a higher open this morning, supported by a rebound in semiconductor and other AI-related stocks following yesterday's sharp selloff.

Read the Morning Brew.

amazonaws.com

Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and t...
10/08/2026

Scammers often rely on urgency to push people into quick decisions. Learn how to recognize 10 common fraud tactics and the questions to ask yourself before you click, call or send money:

raymondjames.com

Oct. 8 - A renewed rise in oil prices and Treasury yields threatens to undermine yesterday's recovery, with higher energ...
10/08/2026

Oct. 8 - A renewed rise in oil prices and Treasury yields threatens to undermine yesterday's recovery, with higher energy costs adding to inflation concerns and elevated borrowing costs continuing to weigh on the broader market.

Read the Morning Brew.

amazonaws.com

The AI revolution presents a unique opportunity for small business owners. But that potential comes with a few obstacles...
10/07/2026

The AI revolution presents a unique opportunity for small business owners. But that potential comes with a few obstacles. We cover both here:

raymondjames.com

Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tip...
10/06/2026

Kids tend to master new tech with ease, but are they ready for the world these devices connect them to? Explore some tips for keeping them protected:

raymondjames.com

Oct. 6 - Equity futures point to a higher open this morning as stocks look to build upon a solid start to the week. Oil ...
10/06/2026

Oct. 6 - Equity futures point to a higher open this morning as stocks look to build upon a solid start to the week. Oil prices and Treasury yields are both moving lower this morning, adding to the constructive backdrop for equities.

Read the Morning Brew.

GCM_Morning_Brew.pdf

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these fiv...
10/05/2026

Curious about AI but not sure where to start? Chatbots are an easy way to explore the possibilities. Check out these five beginner-friendly uses for AI:

raymondjames.com

Oct. 5 - Equity futures are pointing to a modestly lower start this morning as investors return from a week in which ele...
10/05/2026

Oct. 5 - Equity futures are pointing to a modestly lower start this morning as investors return from a week in which elevated Treasury yields and narrow market leadership remained key influences on the broader market.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/02/2026

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

Address

605 Plaza Drive Ste 1
Sycamore, IL
60178

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18158996029

Website

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