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Read MoreSilvergate, Silicon Valley and Signature Bank failures – how do they affect me?
There are several answers to this question, so let’s go through them one a time. First if you were a stock investor in Silicon Valley bank (SVB) or Signature Bank (SBNY), it is straightforward, those stocks are no longer trading and those shares have no value, so your investment has no value. As for Silvergate…
Read MoreAre we in a recession? Or is that the wrong question to be asking?
This year is proving to be a hard year for economists to predict. We have never faced a post pandemic economy, recovering from supply chain interruptions, while a significant armed conflict continues for the second year. The last time we had persistently high inflation was in the 70’s and much as has changed since then.…
Read MoreThank you Structure Cellars Winery
Thank you Structure Cellars Winery https://www.structurewines.com/ for hosting women, wine and wills, and Jennylinglaw https://www.jennylinglaw.com/ for coordinating the evening. We had a great turn out, met some great women, learned a lot and had some excellent wine.
Read MoreCongratulations to Taeya Lauer for reaching directors club
Directors club members are the top 10% of all advisors using the LPL platform. This extraordinary accomplishment is a result of the important work we do every day to make a meaningful impact in the lives of our clients. Taeya’s leadership and unwavering commitment to her clients is inspirational. Congratulations on this impressive achievement for…
Read MoreAn invitation for you – women, wine & wills
We are happy to invite you to this free event. Please feel free to pass this on to friends, family, or colleagues…. The more the merrier. RSVP instructions on the flier.
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