Planetree Wealth Advisors of Raymond James - Sycamore, IL

10/26/2026

Oct. 26 - Equity futures point to a modestly higher open to start the week following a mixed finish for the major averages last week, which featured considerable selling pressure across the AI trade and pronounced shifts in market leadership.

Read more.

GCM_Morning_Brew.pdf

10/23/2026

The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices and interest rates. Beneath the surface, the impact of these factors have been much more acute.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

10/23/2026

Oct. 23 - Equity futures point to a modestly lower opening this morning following yesterday's sharp technology-led selloff, which sent the NASDAQ Composite (-2.6%) to its worst session since June.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

10/22/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

raymondjames.com

10/22/2026

Oct. 22 - Equity futures point to a sharply lower opening this morning as disappointing reactions to earnings from a few of the mega cap names weigh on the AI trade following yesterday's technology-led advance.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

10/21/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

raymondjames.com

10/21/2026

Oct. 21 - Equity futures point to a higher opening this morning, with the AI trade poised for a stronger showing following solid earnings from a large Communication Services company.

Read more in the Morning Brew.

amazonaws.com

10/14/2026

Key person insurance protects a business against the death or disability of a major contributor. It can also be used to address the other "D" risk – departure – by rewarding loyalty with a retirement bonus.

raymondjames.com

10/14/2026

Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banking names and weigh geopolitical developments ahead of key inflation data.

Read the Morning Brew.

GCM_Morning_Brew.pdf

10/13/2026

Legacy planning is about more than transferring assets. It is also about preserving the stories, values, milestones, and intentions that give those assets meaning.

That is why I have chosen to make Total Family available to my clients at no additional cost. It gives families a place to capture what matters most and helps me bring that understanding into our conversations about financial and investment decisions.

If you are a client and would like an invitation, please reach out.

Raymond James is not affiliated with Total Family. The services described are provided solely by Total Family, which is responsible for its own products and services. Raymond James is not recommending or endorsing Total Family or its products or services. Clients are not required to use Total Family and may choose any provider they determine is appropriate for their needs