Fourth Quarter 2024 Market Comments
Despite a soft December, the U.S. equity markets closed the fourth quarter with a solid 2.4% gain. The benchmark S&P 500 generated a 25% return for the year.
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Retiring in the Bay Area: Financial Planning for a Comfortable Future
As you contemplate your retirement years, ask yourself if you are confident in your current retirement planning strategy.
Retiring in the Bay Area: Financial Planning for a Comfortable Future Read More »
Third Quarter 2024 Market Comments
The third quarter saw continued strength in financial asset returns, as economic data continued to show stable employment and gross domestic product growth amidst a slow, steady decline in reported inflation.
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Tax-Focused Strategies for High-Net-Worth Individuals and Families
At Fairview we consider our clients’ income, assets, and goals when discussing strategies to minimize taxes as much as possible.
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Second Quarter 2024 Market Comments
Driven by the insatiable investor demand for all things relating to Artificial Intelligence (AI), the S&P 500 index posted a solid second quarter and finished the first half of the year up 15.3%
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First Quarter 2024 Market Comments
The U.S. equity markets extended the late 2023 rally through 2024’s first quarter.
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Organize Your Entire Financial Life With the Help of a Marin County CFP®
When an individual or family in Marin County thinks of working with a financial advisor, they may have one or several areas of concern related to their financial situation.
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Fourth Quarter 2023 Market Comments
Federal Reserve Bank interest rate policy continued to have a disproportionate impact on the U.S. stock market over the final quarter of 2023.
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Third Quarter 2023 Market Comments
Federal Reserve Bank interest rate policy continued to meaningfully impact the U.S. equities markets.
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Your Family Trust: 5 Tips for Selecting the Right Trustee
A family trust is a component of estate planning and one way for high net worth families to pass on assets to beneficiaries.
Your Family Trust: 5 Tips for Selecting the Right Trustee Read More »
