Global Economy

Informed Decisions Drive Better Outcomes

alex_soderberg

Alex Soderberg Advisor

Real Estate

Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio

A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.

annie_klopstock

Annie Klopstock Associate Advisor January 10, 2025

2025 IRS Update

The IRS announced its 2025 retirement plan limit and estate updates.

peter_burton

Peter Burton Senior Advisor, Principal November 6, 2024

The Rising Impact of Inflation on Global Markets in 2024

Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.

ben_peters

Ben Peters Lead Advisor & CCO, Principal October 9, 2024

Annual economic & market outlook

Elections Matter… for Financial Planning

While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...

Popular posts

kelly_metzler

Kelly Metzler Lead Advisor, Principal May 9, 2024

California Gift Tax: Everything You Need To Know

Unravel the complexities of the California Gift Tax with our comprehensive guide. Discover who needs to pay, how much, and what exceptions could apply....

ben_peters

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

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

Chris Hughes Lead Advisor, Principal November 30, 2023

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.

ben_peters

Ben Peters Lead Advisor & CCO, Principal January 14, 2025

Quarterly Commentary

Q4 2024 Commentary – The Case for Diversification Remains Strong

Big moves for the S&P 500 are not unusual. Stocks produce long-term averages through a two-step-forward-one-step-back rhythm. Likewise, this decade the S&P 500 has grown 14.5% per year, nearly 100%...

Key takeaways

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