Managing Your Retirement Savings
As a financial advisor in the San Francisco Bay Area, we serve affluent retirees and pre-retirees as a lifelong partner who provides long-term financial management.
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Why Young Professionals Need A Financial Advisor In Marin County
Paving a path to success in life usually requires intention, effort, and most importantly, qualified guidance from those who excel in their crafts.
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Benefits Of Financial Planning For Widows, Widowers, And Divorcees In The San Francisco Bay Area
Life events such as the passing of a spouse, divorce, or retirement can be particularly challenging from a financial perspective. Comprehensive financial planning from an experienced firm can help remove the obstacles that you may feel up against.
Second Quarter 2022 Market Comments
The second quarter of 2022 was a difficult period for both stocks and bonds as the Federal Reserve, faced with unacceptable high inflation reports, lifted interest rates in June by 75 basis points. This was the highest rate increase implemented since 1994. The credit markets anticipate another 75 basis point increase later this month.
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Fairview’s Personalized Stock Portfolios Can Enhance Your Net Worth
At Fairview Capital, we can help you create a personalized stock portfolio that meets your specific needs and goals. With our help, you can enhance your net worth and secure your financial future.
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Retirement Planning Guidance From A Wealth Manager In Marin County
Financial security in retirement requires comprehensive financial planning, commitment, and a healthy amount of funds to invest and manage.
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How Affluent Families in Marin County Can Benefit From Comprehensive Wealth Management
As your wealth grows, so does the need to acquire comprehensive wealth management. Your financial plan should address every aspect of your financial and life plans/goals, especially if you have a complex financial situation.
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May 2022 Market Comments
The U.S. financial markets were quite weak in the first quarter, with broad-based stock and bond indexes down roughly 5% and 6% respectively during the period. April saw an acceleration of the equity market decline, with the S&P 500 index and NASDAQ composite index down 8.7% and 13.2% respectively for the month.
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How A Financial Advisor Can Help You Manage Your Tax Exposure
To build and maintain wealth, you must actively manage your investments with tax efficiency in mind.
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First Quarter 2022 Market Comments: The Impact of Inflation
Analysts believe the weakness in both stocks and bonds during the first quarter of 2022 was primarily due to investor concerns regarding inflation.
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