Notable News
Quarterly Investment Update: 4th Quarter 2024
When growing up in California’s Central Valley, you learn to adapt to two things: the excruciating heat in the summer and the tule fog that blankets the region during the…
Quarterly Investment Update: 1st Quarter 2024
Dating back to 1875, the Kentucky Derby isn’t just a horse race — it’s a cultural phenomenon that blends athleticism, tradition, and style in a single event. On May 4,…
How You Might Benefit from SECURE 2.0 Act
SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure retirement. With almost 100 changes, the legislation is nuanced and…
Fed’s Latest Rate Hike Signals Stability
This past Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate hike was anticipated by the industry, as the Fed continues…