What Does It Mean To Be A Fiduciary?

Posted by Daniel Potts on July 11, 2017

Whether you're choosing a diamond ring for your fiancé or an asset manager for your retirement accounts, chances are you'd like them to be conflict-free.

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Visiting Our Partners at Schwab

Posted by Daniel Potts on June 13, 2017

Last week, Joey and I visited our Charles Schwab service team in Phoenix, AZ. to get a firsthand look at how our client's needs are being met by our partners.

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Advantages of a DAF (Donor Advised Fund)

Posted by Daniel Potts on June 2, 2017

Looking for a vehicle to offload your appreciated assets without paying capital gains taxes? How about one that satisfies your desire to help those in need? A Donor Advised Fund may be the best option for you.

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Topics: Estate Planning, Charitable Giving, Tax Planning

A Brief History of Mirador

Posted by Daniel Potts on May 11, 2017

You might be wondering. What does Mirador mean anyway?

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Topics: Active Management, History

Organizing Life's Data: Veeva Systems

Posted by Yari Wajid on April 7, 2017

VEEV is another example of an innovative Tri-Valley business in our MTVX index. Founded in 2007, Veeva Systems, Inc. provides cloud software and data solutions to the life sciences industry.

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Topics: Company Profiles

Optimizing The Mortgage Industry: Ellie Mae

Posted by Yari Wajid on March 21, 2017

Leveraging their proprietary tech solutions, Pleasanton based Ellie Mae is disrupting the status quo in the mortgage industry; creating opportunity for both professionals and mortgage applicants alike.

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Topics: Company Profiles

Tools For Life: UNchained Labs

Posted by Yari Wajid on January 10, 2017

Though it is less than two years old, Unchained Labs ("Company') has been quickly garnering attention within the life sciences tools space.

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Topics: Company Profiles

Five Things You Need to Know About Saving for College with 529 Plans

Posted by Lauren Moone on November 9, 2016

The cost of higher education has risen dramatically over the last 10 years, with four year college tuition increasing at an annual average rate of 5%, outpacing inflation over the same time period by 3.4% per year.  The national average cost of attending a four-year public college is now over $28,000 per year and exceeds $59,000 for private-colleges.  Fortunately, establishing and funding a 529 plan early can set families and students up for future success.

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Topics: College Planning

On Our Radar: Title 21 Health Solutions

Posted by Yari Wajid on February 22, 2016

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"Our True North is Improving Patient Outcomes through Easy-to-Use, Integrated Healthcare Technologies"

Founded in 2001, Title21 Health Solutions (“Title21”) provides easy-to-use, flexible software to health sceince organizations.

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Topics: Company Profiles

A Word From Mirador On The Market

Posted by Don Garman on August 21, 2015

Here at Mirador we have spent our summer months watching the stock markets around the globe wrestle with the numerous problems confronting us all.

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Topics: Market Outlook

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