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Who We Are
The team behind RIA has extensive experience in the financial industry. As fiduciaries, our team is dedicated to transparency, diligence, and serving your needs. Our financial planning professionals hold relevant certifications, and our investment team collectively has over 30 years of experience in portfolio management.
Latest Insights
Technical Analysis Is Not Voodoo, Its Vital Context
If you draw enough lines on a stock chart, one of them is bound to predict the future accurately! G...
Tactically Bearish As Risks Increase
In last week's discussion with Thoughtful Money, I noted that we are becoming more "tactically bear...
Investor Resolutions For 2025
I publish an updated version of my New Year “investor” resolutions yearly. The purpos...
The Inflation Narrative Versus Reality
Fed rate cuts, tariffs, deficits, California wildfires, and other narratives bolster a growing conc...
Buffett Is Worrying, Should You?
Warren Buffett’s company, Berkshire Hathaway, has about $325 billion in cash, accounting for over...
Jobs, Stocks, And Bonds Oh My!
The initial reaction to Friday's BLS jobs report was a yield surge and a sharp stock decline. Stock...