Skip to content
facebookenvelope
  • T: 407.636.5790
  • F: 407.636.5797
  • T: 850.841.9225
  • F: 407.636.5797
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Jaime A. Planells
    • Julie Planells
    • Jack Greene
    • Why Work With a CFP
    • About Raymond James
  • DROP
  • Our Services
    • Our Services
    • Working Together and Compensation
    • Our Promise To You
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Pre-Retirees
    • Retirees
  • Resources
    • Resources
    • Information & Insights
    • Video Content Library
    • Drop Essentials Checklist
    • Client Access Videos
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Winter Park Office
    601 N New York Ave Ste 102 Winter Park, FL 32789-3103 T: 407.636.5790 F: 407.636.5797
    Map and Directions Map and Directions
  • Tallahasse Office
    1616 Metropolitan Cir Ste B Tallahassee, FL 32308-3779 T: 850.841.9225 F: 407.636.5797
    Map and Directions Map and Directions
Palmer Planells Wealth Group LogoPalmer Planells Wealth Group Logo
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Markets & Investing
  • Topic
    • Business Owners
    • Investment Strategy
  • Media
    • Article
    • Document
Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Read
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
July 2025 Investment Strategy Quarterly
7/1/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Always here for you
Palmer Planells Wealth Group LogoPalmer Planells Wealth Group Logo
  • Winter Park Office 601 N New York Ave Ste 102 Winter Park, FL 32789-3103
  • T 407.636.5790
  • F 407.636.5797
  • Map & Directions
  • Map & Directions
  • Tallahasse Office 1616 Metropolitan Cir Ste B Tallahassee, FL 32308-3779
  • T 850.841.9225
  • F 407.636.5797
  • Map & Directions
  • Map & Directions
Connect with us
facebookenvelope

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 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Palmer Planells Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use