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A Lazy May
May was mostly uneventful for investors. After small gains during the first week, stock markets had a minor selloff before …
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 …
Reflections on Mortality
How do you mark time? We have clocks and calendars, birthdays and graduations, weddings and anniversaries, Holy Days and holidays, …
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 …
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 …
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 …
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 …
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 …
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 …