Mutual Funds

Informed Decisions Drive Better Outcomes

ben_peters

Ben Peters Lead Advisor & CCO, Principal

Quarterly Commentary

America at 250: A Story of Reinvention

It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.

ben_peters

Ben Peters Lead Advisor & CCO, Principal October 19, 2018

What Is a Mutual Fund?

At the heart of our process are the tools we use. Most are mutual funds. In discussions, we often gloss over this fact and cut straight to how the funds are...

ben_peters

Ben Peters Lead Advisor & CCO, Principal April 28, 2017

Compound Returns

What is a Share Class Exchange?

That ignores the opportunity cost of lost growth. Every year of Isaac’s fee savings is invested. If Isaac earned 7.00% annualized for 30 years and Henry earned...

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jeremy_welch

Jeremy Welch Senior Advisor, Managing Principal November 17, 2025

Bay Area Tax Planning Strategies for High Earners Approaching Retirement

Redefine retirement beyond leisure. Create a flexible plan that funds purpose, challenge, and freedom while supporting your next chapter of life after work.

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.

kelly_metzler

Kelly Metzler Lead Advisor, Principal, Director of Financial Planning 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....

sydney_kovacs

Sydney Kovacs Advisor January 26, 2024

Understanding California’s Inheritance Tax

Navigating the world of inheritance taxes can be a complex journey, filled with nuances and varying state laws. This intricate financial terrain, which impacts the transfer of assets after a person's...

Key takeaways

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