Wealth Management
Balancing progress with risk in pursuit of your goals.
Quarterly Investment Update: 1st Quarter 2025
Have you ever experienced the feeling of déjà vu — when a situation feels familiar, yet you know it’s new? The literal translation of this French phrase to English is “already…
Put Your Oxygen Mask on First: Preparing for Volatility
Imagine you’re on an airplane with the people you love most. The flight is smooth, and the seatbelt sign is off. But suddenly, turbulence hits and oxygen masks drop from…
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…
2024 Mid-Year Economic Outlook
More than halfway through 2024, the U.S. economy remains strong, yet uncertainty at home and abroad is causing investors to exercise caution. And while inflation seems largely contained, prices and…
Artificial Intelligence: Just How Disruptive Will It Be?
There’s no denying it — artificial intelligence (AI) is poised to revolutionize the digital world. Companies and investors alike are approaching it with enthusiastic optimism. And though no one is…
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,…
2024 Full-Year Investment Outlook
Despite recessionary fears dominating the 2023 headlines, the economy grew, unemployment declined, the S&P 500 rallied, and inflation decelerated. Looking ahead to 2024, the million-dollar question is whether the economy…
2023 Mid-Year Investment Outlook
The possibility of a recession was one of the hot topics we discussed during our 2023 Full-Year Investment Outlook in February. Yet, here we are, six months later, and financial…
All Recessions Are Not Created Equal
Over the past few weeks, more and more economists are suggesting that a recession is coming. And as the cadence of recession chatter increases, Americans are beginning to question how…
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…