Skip to content
Beach Wealth Planning Partners of Raymond JamesBeach Wealth Planning Partners of Raymond James
Make an appointment
  • Home
  • About Us
    • About Us
    • Sanjay Beach
    • Makis Beach
    • Kalpana Beach
    • Kathlene Crisp
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
    • Our Transition to Raymond James
    • BWPP Blog
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Families and Individuals
    • Retirees
  • Financial Planning
  • Our Difference
    • Our Difference
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Fixed Income Services
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Sustainable Investing
  • Resources
    • Resources
    • Retirement Plan Calculator
    • WorthWhile
    • Commentary and Insights
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Client Access Videos
    • Monthly CIO View
  • Market Update
  • Contact
    • Contact
    • Refer Us
    • Event RSVP
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Beach Wealth Planning Partners of Raymond James
    159 Crocker Park Blvd., Ste. 390 Westlake, OH 44145-8132 T: 440.617.2158 TF: 866.224.1855 F: 440.801.1636
    Map and Directions Map and Directions

Monthly CIO View

    • June 2024
    • March 2024
    • February 2024
    • December 2023
    • November 2023
    • October 2023

Fixed income focus

06/23/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Read

Markets and Investing

A concerning press conference from the Fed Chairman

06/20/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read

Economy & Policy

The recent oil price spike is unlikely to drag on

06/20/2025
Review the latest Weekly Headings by CIO Larry Adam.
Read

Markets & Investing

Infographic: Three “T’s” of effective trustees

These qualities can help set your beneficiaries up for success.
View

Estate & Giving

Offer your employees a competitive benefits package

How to reevaluate your benefits offering – and maybe even improve it.
Read

Business Ownership

Budget reconciliation process comes into focus

06/17/2025
Washington Policy Analyst Ed Mills discusses potential paths forward for Congress on what is expected to be the most expensive bill in U.S. history.
Watch Video

Economy & Policy

Buying a bond at a premium doesn’t mean you will lose money

06/16/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read

Markets and Investing

Early signs of economic weakness are starting to emerge

06/13/2025
Review the latest Weekly Headings by CIO Larry Adam.
Read

Markets & Investing

Higher oil prices complicate monetary policy

06/13/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read

Economy & Policy

The risk inverse: Why – despite what you might think – more money means more planning

You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Read

Family & Lifestyle

Gold has glittered amidst storming markets

What makes gold a widely considered inflation hedge for shielding wealth?
Read

Markets & Investing

The 21st century social connection paradox

Good or bad? With social media, it’s all about how you use it.
Read

Technology & Innovation

what can we do for you?

Say hello
Beach Wealth Planning Partners of Raymond JamesBeach Wealth Planning Partners of Raymond James
envelope
  • 159 Crocker Park Blvd., Ste. 390 Westlake, OH 44145-8132
  • T: 440.617.2158
  • TF: 866.224.1855
  • F: 440.801.1636
  • Map & Directions
  • Map & Directions

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.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use