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Concentration Risk
After a choppy first half of October, the global stock market rallied and ended the month up by 6%. Of …
A Winding Road
Volatility has been a consistent theme this year and September proved no different. Investor optimism carried the global stock market …
Why Some Investors Lament Good News
The global stock market rally that began in mid-June continued for the first few weeks of August, before fizzling out …
July Markets Gain Ground
Financial assets staged a comeback in July, with the global stock market rising seven percent and U.S. bonds gaining by …
Bear Market June
In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. …
The Silver Lining of Volatility
The volatility which has dogged financial markets this year continued during May. After a gain of over 4% in the …
Healthy, Creative Strategies for Gifting to Children
You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. …
The Fed’s Interest Rate Challenge: Know When to Hold ‘Em
April saw a continuation of this year’s volatility. Last month, we wrote about the dramatic mid-March rally in stocks. That …
Remembering Bonnie Bell at the Oakland Symphony
On March 4, the Oakland Symphony took to the stage of the Paramount Theatre in a moving tribute to the …