Second, 2020 should humble investors from drawing direct lines from the news or their lives to stock markets. Most expect the market narrative to match their worldview. Often, this...

Popular posts

Chris Hughes Lead Advisor, Principal November 30, 2023

Taxes

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

Chris Hughes Lead Advisor, Principal June 21, 2024

Financial News

Don’t Mix Politics and Investing

As we approach another election season, the chatter about its potential impact on financial markets is hard to ignore.

Ben Peters Lead Advisor & CCO, Principal July 11, 2024

Quarterly Commentary

Q2 2024 Commentary

Every bull market, a stock breaks into the Zeitgeist. A few years ago, it was Tesla. This bull market, it is Nvidia.