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Market Outlook

As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we expect, regardless of how positive they are in ab...
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Manage Wealth

Cybersecurity Breaches

As you've probably already heard in the news, 143 million American consumers' personal information (including names, Social Security numbers, birth da...
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Market Commentary

Market Outlook

As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
Read More
Manage Wealth

Yearend Charitable Giving Tax Planning

As we approach yearend, charitable gift planning becomes more crucial as the deadline for making a current year gift draws near. The year of the gift ...
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Grow Wealth

Words from the Wise and Today's Stock Market

There are great quotations about many areas of human affairs, and the field of investing is no exception. Let’s take a look at a few of them and see h...
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Market Commentary

Market Outlook

The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in Marc...
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Grow Wealth

Back to Basics: Asset Allocation

What is asset allocation? Simply put, it is the strategic mix of asset classes in a portfolio. The universe of assets in which to invest is broad and ...
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Manage Wealth

The Family Mission: What Does It Mean to Be Us?

"What about our family do you value most and hope never changes? " This is one of several questions a family might ask itself as part of a process to...
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Manage Wealth

Real Estate Refresher: Helpful Tax Provisions in California and Beyond

Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Grow Wealth

Inflation: Is This the Inflection Point?

The U.S. economy may be at an inflation inflection point. Oil prices have doubled since February of 2016, and the election of Donald Trump as the Pres...
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Market Commentary

Equity Market Outlook

As measured by the S&P 500 Index, the stock market has risen 10.6% since the U.S. Presidential election on November 8, 2016, including a 5.8% increase...
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