Avalan Wealth Mgt
Take hold of your wealth®
Log In
  • Philosophy
    • Our Philosophy
    • Virtual Family Office
    • Entrepreneurs
    • Investments
    • Holistic Attention
    • Legacy Wealth
    • Philanthropy
    • Trusted Resource
    • Strategic Relationships
  • Ambassadors
    • Ambassadors
    • Rich Schuette, CFP®
    • Kathryn Courain, CFP®
    • Peter Madlem MA, CFA®
    • Jeff Jagard
    • Liz Saghi, CFP®
    • Casey Slemmons, CFP®
    • Rick Weber
    • Sean Madlem
  • Market Commentary

Blog

The Long Goodbye

Posted February 14, 2023



Best Practices for Successfully Working From Home

Posted October 14, 2020

How to Help Parents–and Yourself–Live at 80, 90 and Beyond

Posted February 14, 2020

Don’t Leap Before You Look! The powerful benefits of thoughtful action

Posted January 6, 2020

Charitable Giving, the Tax-Wise Way

Posted December 10, 2019

Here’s Why You May Need to Update Your Estate Plan

Posted November 12, 2019

The Super Rich’s Three Big Fears – and How They Work to Overcome Them

Posted October 9, 2019

How Playing the Long Game Could Help Build Wealth & Success

Posted September 9, 2019

Four Ways the Super Rich Manage Their Wealth

Posted August 2, 2019

 

Work smarter not harder

Posted July 1, 2019

  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • →

Recent Posts

  • What Debt, Deficits, and the Moody’s Downgrade Mean for Investors
  • Special Update: What U.S.-China Trade Progress Means for Investors
  • Avalan Market Update: Message from Rich Schuette, Partner and Peter Madlem, Chief Investment Officer
  • Special Update: Reciprocal Tariffs and the Market Reaction
  • Monthly Update for February 2025: Inflation and Growth Concerns

Categories

  • College
  • Entreprenuers
  • Holistic Attention
  • Investment Articles
  • Legacy Wealth
  • Market Commentary
  • Market Reviews
  • Our Community
  • Pandemic
  • Philanthropy
  • Podcast
  • Positive thoughts
  • Retirement
  • Volatility
  • Wealth Enhancement
  • Wealth Preservation
  • Wealth Protection

Archives

Locations

Santa Barbara Santa Barbara
233 East Carrillo Street, Suite B
Santa Barbara, California, 93101
ThousandOaks Thousand Oaks
325 E Hillcrest Drive, Suite 170
Thousand Oaks, California, 91360
Santa Ynez Santa Ynez Valley
1610 Oak Street, Suite 105
Solvang, California, 93463

 

Connect

Phone 805.962.7725 Fax 805.456.3125
[email protected]
  • Philosophy
  • Market Commentary
  • Disclaimer
  • Privacy
  • FORM CRS & ADV PART 2A
  • Accessibility
  • Connect
  • CLIENT PORTAL
© 2025 Avalan Wealth Management | Created by NDIC | Designed by Heather Stern