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
Reset All Filters
Filter
  • Category
    • Markets & Investing
  • Topic
    • Investment Strategy
  • Media
    • Webinar
Webinar replay: Summer of suspense?
6/9/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Taking the pulse of trade, taxes, earnings and the economy webinar replay
5/12/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Watch Webinar
Watch Webinar
Webinar replay - Deciphering the market's difficult message
7/11/2022
Borrowing ancient wisdom to crack the code of the economy's future.
Markets & Investing
Webinar replay - Ascending Into Summer
6/6/2022
Consumer spending patterns are starting to shift.
Markets & Investing
Webinar replay - Inflation Nation
5/2/2022
Has inflation peaked?
Markets & Investing

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