Category: Blog

From the Grips of Fear to….

  By: 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....

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Greg Stewart’s Mid-Year Outlook

By: 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...

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Navigating the Medicare Maze

By:  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 –...

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Where Do Things Go From Here?

By: Greg Stewart, CIO By all accounts, it’s been an interesting year so far – and we still have a couple months left! In many respects, it’s been one of the toughest periods I can remember in my 25 years working directly...

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