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 CFA®, CIO
    • Jeff Jagard
    • Liz Saghi, CFP®
    • Casey Slemmons, CFP®
    • Rick Weber
    • Sean Madlem
  • Market Commentary

Category: Market Reviews

How the Highest Real Yields Since 2009 Affect Investors

Posted September 18, 2023

Why Bonds Are Still Essential for Diversified Portfolios

Posted August 18, 2023

Special Update: What Fitch’s U.S. Debt Downgrade Means for Investors

Posted August 9, 2023

7 Market & Economic Insights for the Second Half of 2023

Posted July 7, 2023

 

What the Fed’s Hawkish Pause Means for Long-Term Investors

Posted June 26, 2023

Bank failures, rate talk and economic anxieties

Posted May 9, 2023

No Cuts

Posted April 18, 2023

The Long Goodbye

Posted February 14, 2023



Qualified Opportunity Funds- The latest way to do well by doing good

Posted January 4, 2019

  • ←
  • 1
  • 2
  • 3

Recent Posts

  • 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
  • Special Update: What the DeepSeek Moment Means for Investors

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