Biotech/Medtech: On The Rise In The Tri-Valley

Posted by Don Garman on July 27, 2017

Last year over $200 million in venture capital was raised for biotechnology and medical technology in the Tri-Valley.

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Topics: Tri-Valley Research, Market Outlook

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: History, Active Management

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