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ben_peters

Ben Peters Lead Advisor & CCO, Principal

Quarterly Commentary

Q1 2025 Commentary – The Case for Diversification Remains Strong

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Kelly Metzler Lead Advisor, Principal March 27, 2024

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Burton Enright Welch Receives InvestmentNews Best Places to Work Award

We have news we’re proud to share. For the first time, InvestmentNews named Burton Enright Welch to its 2024 “Best Places to Work for Financial...

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Jeremy Welch Senior Advisor, Managing Principal June 27, 2019

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Three-Peat for BEW

For the third year in a row, we are proud to announce our inclusion on the Financial Times’ Top 300 ranking of the country’s top independent RIA...

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Jeremy Welch Senior Advisor, Managing Principal June 18, 2018

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BEW Named One of Bay Area’s Largest Wealth Management Firms

We're proud to announce that

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Jeremy Welch Senior Advisor, Managing Principal June 23, 2017

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BEW Named Top Adviser by the Financial Times

We are proud to share that the Financial Times named Burton Enright Welch one of its Top 300 Registered Investment Advisers for 2017.

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Popular posts

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Ben Peters Lead Advisor & CCO, Principal April 13, 2022

Bonds

Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...

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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.

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chris_hughes

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.

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ben_peters

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.

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