Hake Investment Group

Hake Investment Group

Hake Investment Group provides wealth planning and investment services to clients throughout the US

We specialize in portfolio management, retirement & estate planning, education savings plans and more. Be sure to ask us about our perspective on environmental, social & governance investment strategies. Important Disclosure Information: http://raymondjames.com/smicd.htm

Hake Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities

09/09/2024

On this day, let us honor the lives lost and their families, and remember the heroes who responded. May their sacrifice never be forgotten.

Weekly Market Guide: August 28, 2024 02/09/2024

While the recent performance for the cap-weight S&P 500 seems to be calm on the surface as the index consolidates in a tight pattern under resistance, underneath it has been busy as a sharp leadership tone change continues. Read more.

Weekly Market Guide: August 28, 2024 www.raymondjames.com

02/09/2024

We hope you have a wonderful Labor Day! Our office and the market will be closed Monday, September 2.

04/07/2024

Let freedom ring! Let us appreciate the liberty we have and honor those who protect it. We hope you have a wonderful Independence Day! and inrecognition ofthe holiday our offices will be closed Friday, July 5. Have a safe and wonderful Independence Day.

Photos from Hake Investment Group's post 27/06/2024

So proud of all of my Raymond James IT colleagues for amazing ex*****on of the fourth Tech that Connects virtual conference Today's a wrap and we will see you all next year!

Photos from Hake Investment Group's post 25/06/2024

So proud of all my Raymond James technology Advisory Council, friends and my IT colleagues who during this week's Tech That Connects Conference. expertly showcased the superior technology Raymond James supports so that we can expertly support our clients every day.

19/06/2024

On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued progress in the pursuit of equality and social equity. Raymond James offices and the market are closed Wednesday, June 19, in observance of Juneteenth.

31/12/2023

Before the clock strikes twelve and we ring in the new year, CIO Larry Adam leaves us with his top wish for 2024: twelve months of peace and prosperity. Take a look back at the full countdown: https://bit.ly/47SX3bq?day=1

30/12/2023

A year without rate hikes would be a welcome gift. Discover what else the market is wishing for: https://bit.ly/47SX3bq?day=2

29/12/2023

We'd be happy to leave the fireworks of market volatility behind as we usher in the new year: https://bit.ly/47SX3bq?day=3

28/12/2023

We'll toast to a strong labor market in 2024. Check out Raymond James CIO Larry Adam's 12 Wishes for the New Year to see what else made the list: https://bit.ly/47SX3bq?day=4

27/12/2023

Under a dovish Fed, we hope to see the S&P reach great heights: https://bit.ly/47SX3bq?day=5

26/12/2023

When the ball drops on New Year's Eve, we'd like to see mortgage rates follow suit. Read more of Larry Adam's 12 Wishes for the New Year: https://bit.ly/47SX3bq?day=6

25/12/2023

Only one week left in 2023! As we look forward to the new year, sneak a peek at what else is on the market's wish list: https://bit.ly/47SX3bq?day=7

19/10/2023

In response to the growing need for humanitarian aid in Gaza and Israel, I am proud to share that Raymond James has pledged up to $1 million in firm and matching funds to the American Red Cross to support humanitarian relief efforts.

16/08/2023
14/06/2023

8 years ago this week, we joined Raymond James. As we celebrate this milestone, we thank our clients and our colleagues for supporting our business as we grow and thrive. We couldn't be more grateful!

29/05/2023

Today, we remember and honor all who have made the ultimate sacrifice for our country and freedom. Our office and the markets are closed in observance of Memorial Day.

01/05/2023

5 years ago, Pride Financial Advisors Network was just a dream. One that I knew would make a difference in people's lives, for both our clients and our advisors. And look at us now! Just 5 years later and all of these amazing people came out for our National Conference breakfast - To learn, to grow and to be a part of something bigger!

Photos from Hake Investment Group's post 25/04/2023

Thrilled to be back at Elevate, the Raymond James annual national conference. Not only are the sessions great, and the time with other advisors invigorating, but I was able to sneak in a late run to Magic Kingdom with Samantha Trebesch where we managed a quick run on Tron! And in spite of getting drenched, I managed to find a way to dry out my shoes afterwards!

Markets continue to showcase their resiliency 04/04/2023

All eyes were on the banking sector following several failures and close calls that sparked volatility in the larger markets. Despite that, domestic equity indices ended up for the month. Read more in the March market recap.

Markets continue to showcase their resiliency www.raymondjames.com

S&P upgrades Raymond James credit rating to 20/03/2023

Standard & Poor's has raised Raymond James' long-term issuer rating to "A-" with a stable outlook, citing the continued growth of the firm's diverse businesses, its conservative risk appetite and its strong capitalization.

Raymond James now has an A-level, stable outlook rating across all three major credit rating agencies: https://go.rjf.com/3ImafuS

S&P upgrades Raymond James credit rating to disclosure.spglobal.com

Weekly Headings Snapshot: March 17, 2023 17/03/2023

How could volatility in the banking sector impact the Fed's game plan for tackling inflation? CIO Larry Adam examines this and more in the Weekly Headings Snapshot.

Weekly Headings Snapshot: March 17, 2023 www.raymondjames.com

16/03/2023

So fun to celebrate Tom's 56th birthday together and to pile on the St Patrick's Day green goblin cookies for an extra dose of fun! Happy Birthday, Tom!

Can market optimism coexist with a looming recession? 01/03/2023

Surprised that Raymond James' investment outlook includes both a recession and nearly 15% S&P 500 growth this year? CIO Larry Adam explains how it's possible and identifies areas of market opportunity in the latest video episode of For What It's Worth.

Can market optimism coexist with a looming recession? www.raymondjames.com

Photos from Hake Investment Group's post 31/01/2023

Really grateful today to Callee Becker for putting on an amazing Elite Wealth Advisor Symposium. This conference is truly energizing me to find creative and innovative ways to support my team and my clients.

Photos from Hake Investment Group's post 30/01/2023

A big shout out and many thanks to Christina Cote at Booth Productions for making me look so good at the Raymond James Tech Connect conference last month. Christina and her team at Booth manage and run the sound, sets and stages at most RJ events. Their soft touch on our productions makes us all come across as the professionals that we strive to be!

06/11/2022

Something is going to make this post different from all the other posts you read about from yesterday's American Heart Association Heart Walk. Yes, it was amazing to walk with thousands of people, to quickly raise more money than 90% of the walkers (my gratitude for each and every gift abounds), and to have the support of my family and hundreds of my Raymond James collegues.

But here is the difference. Back In 2016, I could only watch from afar and envy everyone who participated in this walk. You see, back then I was recovering from catastrophic heart valve surgery. After two plus weeks in the hospital and pain beyond what a human is meant to endure, I could not walk further than from the bathroom to my bed, so being at the Heart Walk was only a dream.

But here I am on the other side - I survived and I've earned this crucible. And I am committed to being a better human, to help those that need a hand, and to one day participate in person in this fundraiser! Yesterday was finally that day!

All this now shared, allow me to offer a humble thanks to everyone and know that I look forward to doing this all over again next year!

11/10/2022

It's been four years since I attended the Raymond James Investment Solutions conference so it's good to be back. While there are certainly challenges in markets, interest rates are as high as we have seen in over a decade and new investment opportunities are emerging. Be sure to ask me about our unique fixed income portfolios or market linked annuities, they may be right for you.

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For more than five decades, Raymond James associates and advisors have invested their time and talents to make a positiv...

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Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30