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Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreIn the throes of March 2020 and October 2022, no one foresaw an imminent bull market. Many obsessed over how much deeper stocks would plunge. Per the...
Read moreBurton Enright Welch Receives InvestmentNews Best Places to Work Award
We have news we’re proud to share. For the first time, InvestmentNews named Burton Enright Welch to its 2024 “Best Places to Work for Financial...
Read moreFinancial Planning for Executives
This blog post examines the core strategies for enhancing an executive's financial well-being. It discusses how to handle the complexities of executive pay,...
Read moreFinancial Planning For Tech Professionals
The tech sector is changing. In this blog, tech professionals can learn how to create adaptable financial plans that align with the new dynamics of the...
Read moreCalifornia Estate Tax: Your 101 Guide to California’s Death Tax
This guide simplifies the complexities of estate taxation, and highlights key considerations and resources for residents of the Golden State.
Read moreUnderstanding 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...
Read moreIs Inheritance Community Property in California?
California is a community property state, which significantly influences how inheritance is treated in various scenarios such as marriage, divorce, and death. While the general perception is that...
Read moreReplay: Webinar with Osterweis
We had another fantastic conversation with the portfolio managers of the Osterweis Strategic Income Fund this week.
Read more2023 Recap – A Pessimism-Defying Rally
This time last year, pessimism was rampant. Investors had just endured a brutal 2022, inflation was high, and every 2023 forecast referred to a potential,...
Read moreEnd of Year Note + BEW Webinar + Links
At the risk of spiking the football on the one-yard line, 2023 has turned into a great year for investors.
Read moreAn Overview of Tax Changes in 2024
As it does annually, the Internal Revenue Service (IRS) announced 2024 updates, including adjusting figures for inflation.
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