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 wi

thin 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

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
09/01/2026

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:

raymondjames.com

Sept. 1 - Equity futures point to a lower open this morning as the market navigates rising global bond yields and anothe...
09/01/2026

Sept. 1 - Equity futures point to a lower open this morning as the market navigates rising global bond yields and another spike in oil prices. The upward pressure on yields has resulted in broad weakness across overseas equity markets.

Read Morning Brew.

GCM_Morning_Brew.pdf

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit...
08/31/2026

Boost your retirement savings and slash your company's tax liability with cash balance plans. See if adding this benefit to your business is worth it:

raymondjames.com

August 31 - Equity futures are pointing to a modestly lower open as investors monitor the latest geopolitical developmen...
08/31/2026

August 31 - Equity futures are pointing to a modestly lower open as investors monitor the latest geopolitical developments amid a fairly quiet morning of corporate news.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

The legacy you leave behind isn't measured only by financial assets.It's also reflected in your values, your priorities,...
08/28/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

August 28 - Equity futures point to a slightly lower open this morning as the market awaits a 10:00 a.m. ET address from...
08/28/2026

August 28 - Equity futures point to a slightly lower open this morning as the market awaits a 10:00 a.m. ET address from Fed Chair Kevin Warsh at the Jackson Hole Symposium.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
08/27/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

August 27 - Equity futures point to a mostly higher open this morning as the latest batch of earnings results enthuses t...
08/27/2026

August 27 - Equity futures point to a mostly higher open this morning as the latest batch of earnings results enthuses the market.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

Estate planning is often viewed as a financial exercise.In reality, it's deeply personal.It's about ensuring your wishes...
08/26/2026

Estate planning is often viewed as a financial exercise.

In reality, it's deeply personal.

It's about ensuring your wishes are understood, your values are reflected, and the people you care about are considered in the way you've intended.

Some of the most important planning conversations aren't about wealth. They're about what matters most.

August 26 - Equity futures are little changed this morning as the market prepares for what could easily be the most cata...
08/26/2026

August 26 - Equity futures are little changed this morning as the market prepares for what could easily be the most catalyst-driven session of the week.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

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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