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31 March

Women And Wealth: Words of Wisdom From Our Clients and Friends

By in Culture, Estate planning, Finance, highlights, Investing

As part of our recognition of International Women’s Day, we reached out to a number of female clients seeking their stories, experiences, and words of advice about finance and financial planning. The response was overwhelming and filled with wisdom that we felt deserved saving and sharing with others. The result is this booklet, which captures some of those generously shared thoughts.

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1 April

15 March

Growing Momentum in the Economy

By in Economics, Finance, Financial advisors, Market Update, Worth sharing

It is hard to believe that we’ve been dealing with the pandemic for an entire year. Just over a year ago, shelter-in-place orders went into effect in California—today, businesses are starting to reopen their doors and traffic is returning. By the end of February, over 239 million COVID-19 vaccines had been administered worldwide and President Biden’s additional fiscal stimulus plan was in view.

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