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  • Lineage Financial Planners of Raymond James
    8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443 T: 810.695.3589 F: 866.522.9603 TF: 800.521.9767
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How the timing of key policy moves is shaping our outlook
6/6/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Lost opportunity, closed window and measurement issues
6/6/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
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Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
AI in digital advertising
The fine line between friend and foe.
Technology & Innovation
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Duration – Current income opportunities
6/2/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Political noise continued to dominate headlines in May
6/2/2025
Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.
Markets & Investing
Plan your financial future
Lineage Financial Planners of Raymond JamesLineage Financial Planners of Raymond James

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  • 8245 Holly Road, Suite 201 Grand Blanc, MI 48439-2443
  • T: 810.695.3589
  • F: 866.522.9603
  • TF: 800.521.9767
  • Map & Directions
  • Map & Directions
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There is no assurance any investment strategy will be successful. Investing involves risk, including the possible loss of capital.

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 our 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.

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