Kakabeeke Retirement and Wealth Management Group

Kakabeeke Retirement and Wealth Management Group Personalized planning for your financial goals. If you’re like us, you’re a planner. You’re not content with the status quo. That’s where we come in.

You’re striving to make the most of what you have – now and in the future. Whether you’re just starting out, building a business or nearing retirement, you probably have a clear vision of what you want. You may be less sure of how to get there. We’ve worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect. And while each of our clients

may be different, there’s one thing you all have in common: The need for a lifelong financial plan designed to help you create the life you want for today, tomorrow and whatever comes next. 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. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain...
07/17/2026

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain. Raymond James Chief Investment Officer Larry Adam explores what it could mean for markets moving forward.

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The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. Fro...
07/11/2026

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. From equity market broadening to AI investment, Raymond James Chief Investment Officer Larry Adam shares the key themes to watch.

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In the spirit of the United States' 250th anniversary, Raymond James Chief Investment Officer Larry Adam shares insights...
06/26/2026

In the spirit of the United States' 250th anniversary, Raymond James Chief Investment Officer Larry Adam shares insights on the resilience of the US economy and financial markets and what to watch in the second half of the year.

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Retirement isn't the finish line—it's a new beginning.With people living longer than ever, retirement can last decades, ...
06/23/2026

Retirement isn't the finish line—it's a new beginning.

With people living longer than ever, retirement can last decades, making it more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's pursuing an encore career, giving back through volunteering, learning something new, or deepening relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

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Raymond James Chief Investment Officer Larry Adam examines what a US-Iran deal and a potential decline in oil prices cou...
06/18/2026

Raymond James Chief Investment Officer Larry Adam examines what a US-Iran deal and a potential decline in oil prices could mean for the economy, the rate outlook and financial markets in the months ahead.

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Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Ra...
06/12/2026

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Raymond James Chief Investment Officer Larry Adam shares what June's meeting could signal for markets and the Fed's path forward:

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Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment O...
06/05/2026

Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions:

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As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

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Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

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As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Ada...
05/15/2026

As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Adam examines the key near-term challenges facing the Fed in the latest Weekly Headings.

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Address

161 E. Michigan Avenue Ste. 600
Kalamazoo, MI
49007

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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