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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

 

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

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Recent Posts

  • 2025 Year in Review: A Historic Market Year for Investors
  • Special Update: Venezuela, Oil, and the Impact on Portfolios
  • Scaling Beyond Strategy: Emotional Intelligence’s Role in Entrepreneurial Success With Amit Kothari
  • 2026 Outlook: 7 Key Themes for Long-Term Investors
  • Game Theory, Growth, and Getting Unstuck: How EOS Transforms Stagnant Businesses With Jeff Starin

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Santa Barbara, California, 93101
ThousandOaks Thousand Oaks
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1610 Oak Street, Suite 105
Solvang, California, 93463

 

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