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Day: October 15, 2017

  1. Home
  2. Archives: October 2017

The Fire Next Time: Protect Your Assets with the Right Coverage

In the aftermath of the devastating California wildfires, now is a good time to review your homeowners insurance coverage. Here are some of the important items that should be covered under your policy, to ensure you are protected.

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Investment Returns are Best Viewed with a Long-Term Lens

Can you guess how often the stock market’s annual returns actually aligned with its long-term average? Short-term results vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of historical outcomes.

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Recent Posts

  • SVB’s Failure and Your Investment Portfolio

  • Take Smart Action Now for 2022 Taxes and Beyond

  • The 60/40 Portfolio: A Low-Risk Portfolio That Still Makes Sense

  • 529 College Savings Plans

  • Health Savings Accounts (HSAs)

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In the Media

Marin Wealth Managers Advise Clients Not to Panic

Leaning In Without Falling Over: The Financial Stakes

5 Success Tips from a Startup Attorney

What’s Worse for Your Wallet than a Lottery Ticket?

No Second Chances When Planning for Retirement

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Enjoy life. Plan wisely.®

  • Call (415) 925-3400

LOCATIONS

Marin|San Francisco|Silicon Valley
Linkedin Facebook Twitter

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