Log In
Our Philosophy
Our Philosophy
Virtual Family Office
Holistic Attention
Entrepreneurs
Investments
Legacy Wealth
Philanthropy
Trusted Resource
Strategic Relationships
Biographies
Avalan Ambassadors
Rich Schuette, CFP®
Kathryn Courain, CFP®
Melissa Estrada CFP® ChFC®
Aaron Ritter, CFP®
Liz Saghi, CFP®
Casey Slemmons, CFP®
Austin Muller
Nicole Larson
Information Hub
Connect
Information Hub
Learn more about …
Market Commentary
Market Reviews
College
Retirement
Volatility
Charitible Interests
Our Community
Wealth Preservation
Wealth Enhancement
Wealth Protection
Entreprenuers
Investment Articles
Market Commentary
Market Reviews
College
Retirement
Volatilty
Philanthropy
Our Community
Wealth Preservation
Wealth Enhancement
Wealth Protection
Entrepreneurs
Investment Articles
Recent Posts
Don’t Leap Before You Look! The powerful benefits of thoughtful action
Charitable Giving, the Tax-Wise Way
Here’s Why You May Need to Update Your Estate Plan
The Super Rich’s Three Big Fears – and How They Work to Overcome Them
How Playing the Long Game Could Help Build Wealth & Success
Four Ways the Super Rich Manage Their Wealth
Work smarter not harder
Estate Planning: Don’t forget your pet!
Three Questions to Answer Before You Purchase Life Insurance
The Power of Charitable Remainder Trusts- Do well by doing good
Elite Wealth Planning
Sudden Wealth: What Should You Do If you Strike It Rich?
Qualified Opportunity Funds- The latest way to do well by doing good
Why You Need a ‘Business Plan’ for Your Family
The Value of Multigenerational Family Meetings
The Importance of Personal Umbrella Policies
A Common Sense Guide to Heart Health
Insightful Questions That Can Ramp Up Your Success
Smart Ways to Take Control of a Trust
What To Do When Your Doctor Has Bad News
It’s Time to Get Serious About Your Happiness
A Journey through Time
Savvy Negotiating: To Get to the Moon, Reach for the Stars.
Sweeping Tax Changes
Active can’t keep up with the index
Presidential Elections and the Stock Market
What is Fiduciary Advice
Market Review – 1st Quarter 2016
2015 Review: Economy & Markets
Market Review – 4th Quarter 2015
Now More than Ever
Market Review – 3rd Quarter 2015
Catering to Millennials
Market Review -2nd Quarter 2015
Market Review -First Quarter 2015
2014 Review – Economy & Market
Market Review – Fourth Quarter 2014
A Bird In The Hand Blog
Market Review – Third Quarter 2014
TIPS to Short Duration Bonds
Market Review – Second Quarter 2014
Market Review – First Quarter 2014
2013 Review : Economy & Markets
Market Review – Fourth Quarter 2014
David Booth Interview on CNBC Video
Market Review – Third Quarter 2013
Market Review – Second Quarter Review
Recent Market Volatility
Summer Art Classes at Santa Barbara City College
Market Review – First Quarter 2013
IS IT TIME TO….
2012 Review: Economy & Markets
Market Review – Third Quarter 2012
Market Review – Second Quarter 2012
Beware of Soothsayers
Market Review – First Quarter 2012
State of Mind
2011: A Year in Review
Lessons in Mutual Fund Flows
2011 – Third Quarter Review
Lullaby Part 3: You May Be Right
Lullaby Part 2: Pressure
Lullaby Part 1: We’re Only Human
Buyer Beware!
What am I supposed to do?
Surviving a Volatile Market
Six Hundred and WHAT?!?!
Cash Quandary
2011 – Second Quarter Overview
Your Wealth Begins With Your Vision
Welcome to the Avalan Blog!
Search for:
Search
Recent Posts
Don’t Leap Before You Look! The powerful benefits of thoughtful action
Charitable Giving, the Tax-Wise Way
Here’s Why You May Need to Update Your Estate Plan
The Super Rich’s Three Big Fears – and How They Work to Overcome Them
How Playing the Long Game Could Help Build Wealth & Success
Categories
College
Entreprenuers
Holistic Attention
Investment Articles
Legacy Wealth
Market Commentary
Market Reviews
Our Community
Philanthropy
Positive thoughts
Retirement
Volatility
Wealth Enhancement
Wealth Preservation
Wealth Protection
Archives
Archives
Select Month
January 2020
December 2019
November 2019
October 2019
September 2019
August 2019
July 2019
June 2019
May 2019
April 2019
March 2019
January 2019
December 2018
November 2018
October 2018
September 2018
August 2018
July 2018
June 2018
May 2018
April 2018
December 2017
April 2017
October 2016
May 2016
April 2016
January 2016
October 2015
September 2015
July 2015
June 2015
February 2015
November 2014
August 2014
July 2014
May 2014
January 2014
November 2013
October 2013
July 2013
June 2013
May 2013
April 2013
February 2013
November 2012
August 2012
June 2012
April 2012
February 2012
January 2012
December 2011
October 2011
September 2011
August 2011
July 2011
May 2011
