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  • Executive Financial Planning Group
    3515 E 96th St Indianapolis, IN 46240 T: +1.317.564.9605 TF: 855.564.9605 F: +1.317.564.8810
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Key takeaways from second quarter earnings season so far
8/7/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The strategic side of debt

Why debt reduction should support – not define – your wealth strategy

Markets & Investing
Read
Read
Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty
8/3/2026
July was an eventful month with US-Iran tensions, rising energy prices and changing expectations for rate cuts.
Markets & Investing
Higher yields: Put money to work
8/3/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Markets contend with uncertainty, but fundamentals remain the key driver
7/31/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
View
Infographic: 6 principles for informed investing
If you’re just stepping into the often complex world of investing, here’s some time-tested wisdom to help steady your path.
Markets & Investing
Read
Extension swaps: Locking in income for longer
7/27/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
How today's AI rally differs from the dot-com bubble
7/27/2026
Raymond James Chief Investment Officer Larry Adam shares three key differences between the dot-com bubble of the late '90s and today's market backdrop.
Markets & Investing
Strong fundamentals mask rising geopolitical risk
7/24/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Active ETFs surge forward
An investment “wrapper” long affiliated with index funds is showing what else it can do.
Markets & Investing

Let’s build something meaningful together

Executive Financial Planning GroupExecutive Financial Planning Group
  • 3515 E 96th St Indianapolis, IN 46240
  • T: +1.317.564.9605
  • TF: 855.564.9605
  • F: +1.317.564.8810
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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 office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Executive Financial Planning Group and Williams Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.

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