Broker Check


Monday, October 25, 2021

We are pleased to announce that our very own Laura Steinbeck is being recognized by the San Ramon Chamber of Commerce as their 2021 Business Person of the Year given her significant contribution to the community. See press release...

Wednesday, October 20, 2021

Money with Murphy – Octoberphobia: Seasonal Market Patterns What do Octoberphobia, bear killer, and Santa Claus all mean for your portfolio? Watch this short video to learn more about the seasonal patterns of the fourth quarter.

Thursday, October 14, 2021

Markets in a Minute: Crypocurrency Is it wise to invest in Bitcoin and other cryptocurrencies? The question has been hotly debated across kitchen tables, institutional boardrooms, and even among financial advisors and their clients. As...

Tuesday, October 5, 2021

Markets in a Minute: Debt Ceiling The current showdown in Congress over raising the debt ceiling has high economic stakes. But it’s worth recalling that we’ve been down this road before, and the federal government has...

Wednesday, September 22, 2021

Money with Murphy: Are We in the Midst of a Housing Bubble? Watch the latest Money with Murphy video for insight on what caused the increase in home prices and what we can expect.

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Wednesday, September 15, 2021

We are pleased to announce Five Star award winner Laura Steinbeck’s appearance in a Women in Wealth special section in the October/November 2021 issue of Fortune magazine. Laura was named a Five Star award winner in 2021 for the...

Tuesday, September 14, 2021

Even with its September slump, the equity market has staged a remarkable comeback from its pandemic lows. But, with equity valuations near historic highs, many investors are asking: Is this as good as it gets? Not likely, given the...

Thursday, August 12, 2021

Money with Murphy: Labor Market & the Fed A flurry of data on the labor market has people wondering what impact it will have on Federal Reserve policy. Tune into the latest edition of Money with Murphy for more on the topic.

Wednesday, August 4, 2021

Markets in a Minute from Kara Murphy, CFA® The economy grew at a torrid pace in the first half of the year. While the second half will likely see some slowing, earnings should continue to grow, partly offset by a contraction in...

Saturday, May 1, 2021

We are excited to announce our Ribbon Cutting Ceremony on our 1 Year Anniversary. So Please Join us in celebrating this momentous occasion.

Thursday, April 15, 2021

Stay Tuned....