Avalan Wealth Mgt
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
    • Melissa Estrada, CFP®, CHFC
    • Liz Saghi, CFP®
    • Casey Slemmons, CFP®
    • Rick Weber
    • Sean Madlem
  • Market Commentary
  • Connect

Jeff-Jagard-Headshot

Recent Posts

  • How Stock Market Sectors Depend on the Business Cycle
  • What Higher Oil Prices Mean for Consumers and Markets
  • Why Investing Early Is the Key to Achieving Financial Goals
  • How the Highest Real Yields Since 2009 Affect Investors
  • Why Bonds Are Still Essential for Diversified Portfolios

Categories

  • College
  • Entreprenuers
  • Holistic Attention
  • Investment Articles
  • Legacy Wealth
  • Market Commentary
  • Market Reviews
  • Pandemic
  • Philanthropy
  • 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

 

Phone 805.962.7725 Fax 805.456.3125
[email protected]
  • Philosophy
  • Market Commentary
  • Disclaimer
  • Privacy
  • FORM CRS & ADV PART 2A
  • Accessibility
  • Connect
  • CLIENT PORTAL
© 2023 Avalan Wealth Management | Created by NDIC | Designed by Heather Stern