We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

Chris Hughes Lead Advisor, Principal July 22, 2022

inflation

BEW Webinar with DFA’s Apollo Lupescu, PhD

Apollo is matchless at weaving together data, anecdotes, and behavioral biases to educate investors on how to make sound, evidence-based decisions. His...

Ben Peters Lead Advisor & CCO, Principal May 9, 2022

Dividends

Tech Stocks vs. the Fed

With low rates, investors prefer stories about the future over earnings today. When rates rise, investors begin to prefer earnings today over stories about...

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.

Kelly Metzler Lead Advisor, Principal May 9, 2024

Taxes

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....

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.

Key takeaways

Book Your Complimentary 30-Minute Session

Call Let’s discuss your goals and connect you with the right advisor.

schedule a meeting

We're here to serve you

Informed Decisions Drive Better Outcomes

How would you like to connect?