By: Greg Stewart, CIO Last year started off with a great deal of pessimism and concern. In my January 2023 post, I noted investor concerns over recession, inflation, rising interest rates, and war. Everyone seemed to be scared...
Read MoreBy: Greg Stewart, CIO October is the month when many people spend time enjoying all things spooky, dark, and a little scary. It is a wonderful way to offset the shorter days that arrive with the turning of the season....
Read MoreBy: Greg Stewart, CIO, It is no secret that California has been hit with an enormous amount of flooding this year. We wrote about it back in January, and the waters continued to rise. In March, a levee failure on the Pajaro...
Read MoreBy: Dan Darchuck, Co-founder & CEO For many years, I’ve sat alongside business owners as they begin to navigate programs like Social Security and Medicare and “ease” into senior life. Recently, I’ve arrived –...
Read MoreWith the first quarter of 2023 behind us, there continues to be no shortage of things to worry about. Interest rates, inflation, market volatility, continued war in Ukraine and now, as if we needed one more, a banking crisis...
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