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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.
Read moreTax Planning: Lumping Charitable Contributions
Deduction lumping tries to overcome the higher standard deduction hurdle. By concentrating multiple years of deductions within the same tax year, it’s...
Read moreLast year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...
Read moreUnderstanding Tax Loss Harvesting
While down markets are unwelcome, they provide opportunities to use trading strategies to add to after-tax returns.
Read moreThe Stock Market Does Not Equal The Economy
The relationship between the economy and stock market is not as strong as many expect. Economic data is backward-looking; it uses what has already happened...
Read moreAt 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...
Read moreBEW Named One of Bay Area’s Largest Wealth Management Firms
We're proud to announce that
Read moreDealing with the Taxation of Capital Gain Distributions
In wrapping up your 2017 taxes, you may have noticed that your account produced more taxable income than in previous years. Much of the reason may be capital gain...
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