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Blog

Taste of Avalan, May 18, 2023 4:00pm- 7:00pm

Posted May 12, 2023

Bank failures, rate talk and economic anxieties

Posted May 9, 2023

No Cuts

Posted April 18, 2023

Silicon Valley Bank

Posted March 15, 2023

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

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Recent Posts

  • The Election Changed Washington. It Didn’t Change the Rates of Investing.
  • Q3 2026 Market Outlook: Stock Valuations, Political Risks, and Investing With Peter Madlem
  • Quarterly Market Outlook for Q4 2026: Rising Rates, New Market Highs and Fed Hikes
  • Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions
  • What Rising Real Yields Mean for Investors

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1610 Oak Street, Suite 105
Solvang, California, 93463

 

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