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Finance

A Lazy May

May was mostly uneventful for investors. After small gains during the first week, stock markets had a minor selloff before …

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The Opening Bell

College Planning in the COVID Era

Just like it’s done with so many aspects of life as we know it, the COVID-19 pandemic has brought sweeping …

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The Opening Bell

Reflections on Mortality

How do you mark time? We have clocks and calendars, birthdays and graduations, weddings and anniversaries, Holy Days and holidays, …

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The Opening Bell

Prop 19: What Homeowners and their Children Need to Know

This past November, California voters approved Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire …

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Finance

A Pause to Rising Interest Rates

April was a positive month for stocks, with broad equity categories gaining between 2-5.5%. These gains extended to large growth …

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BlogWebinar

Webinar: 2020 Market Review, Opportunities in 2021, & Tax Tips to Take Now

 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, CFA®, Portfolio Manager The transcript below has …

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Finance

Interest Rates Rising

As discussed in our last client letter, this year has seen a rise in longer-term interest rates. In March, long-term …

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Finance

U.S. Market Experienced a Large Rotation in Leadership

Global equity markets started February with strong gains, only to take a step back during the final two weeks. Despite …

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Finance

The Performance of the U.S. Bond Market Has Shifted

Financial markets did not deliver much to investors in January, with the global equity market trading choppy and ultimately flat …

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