Weekly Market Insights

Clear, consistent communication is kind of our thing.

Our clients look to us for insight, guidance and results.

Weekly Market Insights

Market insights and commentary on some of today’s most pressing topics.

Stars & Stripes

July 1, 2022

Stress Tests

June 24, 2022

Adversity and Opportunity are Neighbors

June 17, 2022

The Prices People Pay Part 2

June 10, 2022

Why Oil Matters

June 3, 2022

Memorial Day and the Market

May 27, 2022

Some Serious Extreme Conditions

May 20, 2022

The Bond Market Sent a Message

May 13, 2022

In the Thick of It

May 6, 2022

Earnings to the Rescue? Still About the Fed

April 29, 2022

“Whatever it Takes” Comes at a Cost – Here’s the Check

April 22, 2022

Inflation, Supply Chains, Russia, the Economy and a Hostile Mr. Musk?

April 14, 2022

Where Have You Gone, Joe DiMaggio?

April 8, 2022

Spring 2022 Newsletter

April 1, 2022

Financial Literacy for the Next Generation

April 1, 2022

On the Road Again

March 25, 2022

Consumer Update March 2022

March 22, 2022

2 Years Later

March 18, 2022

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Weekly Market Insights

Clear, consistent communication is kind of our thing.

Our clients look to us for insight, guidance and results.

Weekly Market Insights

Stars & Stripes

Stress Tests

Adversity and Opportunity are Neighbors

The Prices People Pay Part 2

Why Oil Matters

Memorial Day and the Market

Some Serious Extreme Conditions

The Bond Market Sent a Message

In the Thick of It

Earnings to the Rescue? Still About the Fed

“Whatever it Takes” Comes at a Cost – Here’s the Check

Inflation, Supply Chains, Russia, the Economy and a Hostile Mr. Musk?

Where Have You Gone, Joe DiMaggio?

Spring 2022 Newsletter

Financial Literacy for the Next Generation

On the Road Again

Consumer Update March 2022

2 Years Later

Is your money working as hard as you do?

Two Walnut Creek Center
200 Pringle Avenue Suite 555
Walnut Creek, CA 94596

Phone: (925) 932-0344

Fax: (925) 932-8216

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