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10 Tips to Managing Sudden Wealth and Financial Windfall
Aug 10, 2024 | General, Smart Financial Tips
Like so many elements of life, coming into sudden wealth can be a double-edged sword. Often considered a blessing and a curse, sudden wealth or a...
Recent Events and Market Volatility
Aug 5, 2024 | General, Investing
Global markets continue to see extensive selling today after last week’s very volatile action. Japan slid a very substantial 12.4% overnight, and...
August 3 Update: Recent Events and Market Volatility
Aug 3, 2024 | General, Investing
This has been a very volatile week across global capital markets, with central bank policy, economic data releases and earnings from major...
Big Changes in the Equity Markets
Jul 17, 2024 | General, Investing
The Dow Jones Industrial Average (which has a lot of value stocks) closed up over 700 points today, hitting a new record high, almost 41,000. The...
Second Quarter 2024 Market Overview
Jul 9, 2024 | Investing, Quarterly Market Summary
Markets were mixed in the second quarter, as concerns remain that persistent inflation will lead to interest rates being “higher for longer.” US...
2024 Q2 Quarter-End Market Update: Memory Lane
Jul 1, 2024 | General, Investing
On October 1, 1999, almost 25 years ago, an intrepid little band of financial advisors and staff made their way from Palo Alto to Redwood Shores to...
What Are RSUs, & How Are RSUs Taxed? A Brief Guide
Jun 14, 2024 | Tax Planning
If you work at a tech company or a startup, you’ve almost certainly heard about restricted stock units (RSUs). But even larger, more traditional...
2024 Q2 Mid-Quarter Market Update – Through Thick and Thin
May 15, 2024 | General, Investing
Buffett and Munger – A Partnership for the Ages On May 4 Berkshire Hathaway, the conglomerate run by Warren Buffett, held its annual meeting. ...
How to Reflect on and Improve Your Financial Literacy
Apr 15, 2024 | General, Smart Financial Tips
Just like your financial wellbeing, financial literacy is a journey. Whether you're a seasoned investor or just beginning your journey toward...
First Quarter 2024 Market Overview
Apr 9, 2024 | Investing, Quarterly Market Summary
The market rally from the fourth quarter of last year continued in the first quarter. The big picture for markets remains more or less the same; the...
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