Blog
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Dividend vs. Total Return Strategies
October 14, 2019 | Investing
“What can I expect to earn from my portfolio?” “How much do my stocks yield?” These are some of the types of questions we often receive from clients, especially those...read more
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Behavioral Biases and Cognitive Errors: An Introduction for Investors
September 6, 2019 | Investing
A 2017 study conducted by market research firm Dalbar reported that over a 30 year period the S&P 500 annualized returns of about 10.2%, while individual equity fund investors annualized...read more
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Looking to Buy a Home? How the Housing Market has Changed Since the Crash
August 1, 2019 | Economy
It’s nearly impossible to live in the Bay Area without hearing about the exorbitant cost of living and shortage of housing. Now more than 10 years after the 2008 market...read more