The Ukraine invasion demonstrates that the world can turn ugly – dramatically and unexpectedly. Diversification is the best protection against what is...

Chris Hughes Lead Advisor, Principal July 31, 2023

diversification

Traditional Investment Streams

In today's volatile market, it's becoming increasingly important for individuals to diversify their investment portfolios. While there are countless options available, traditional investment streams...

Ben Peters Lead Advisor & CCO, Principal March 14, 2023

bank

A Note on the Silicon Valley Bank Story

As many know, a bank run caused regulators to close and takeover Silicon Valley Bank (SVB) Friday. This is the second largest bank failure in history, only smaller than Washington Mutual in 2008.

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...

Popular posts

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...

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.

Key takeaways