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  • 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
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Webinar replay: Quarterly Coordinates: Back to the Future: Lessons from the Past, Strategies for the Future

07/15/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar

Markets & Investing

Callable bond considerations

07/14/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read

Markets and Investing

One big, beautiful missed opportunity

07/11/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read

Economy & Policy

Where are the economy and equity market heading next?

07/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Read

Markets & Investing

Tailor your taxes for retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.
Read

Retirement & Longevity

Enhance your corporate giving strategy with a donor advised fund

Consider the benefits of an uncomplicated, tax-savvy way to give back.
Read

Business Ownership

Saving for K-12 education with a 529 plan

Learn about using 529 plans for more than just college savings.
Read

Family & Lifestyle

Fixed Income In Focus: 2025 Mid-Year Recap

07/07/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read

Markets and Investing

Lessons from the past, strategies for the future

07/02/2025
Time in the market is far more powerful than trying to time it.
Read

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.
Read

Business Ownership

Is your business a solo show? Learn about owner-only 401(k) plans

How to determine if this retirement vehicle makes sense for you.
Read

Business Ownership

Equity markets found traction in June

06/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Read

Markets & Investing

what can we do for you?

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Beach Wealth Planning Partners of Raymond JamesBeach Wealth Planning Partners of Raymond James
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  • 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.


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