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Insights

To keep you informed on topics relevant to managing your wealth, we post our commentaries and other news items here. We welcome the opportunity to answer your questions about any of these matters.
AllNewsCommentary

News / 11.14.2024

Article: Emergency Fund

The most common emergencies you should be saving for, as well as tips for how to build those savings in the first place.
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Commentary / 11.01.2024

BlackRock: Student of the Market

Market observations from the world's largest asset manager
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News / 10.21.2024

Article: Financial Tips for Widows and Widowers

The death of a spouse can turn your world upside down; it’s important to take care of certain items. 
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News / 09.17.2024

Article: How to Talk About Estate Planning With Your Family

Here are some things to keep in mind...
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News / 08.19.2024

Article: Switching Jobs and 401(k)s

Pitfalls of leaving behind retirement assets when switching jobs
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News / 07.18.2024

Article: Medicare Basics

Whether you’re already receiving benefits or plan to receive them in the future, here are 11 things you need to know
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News / 01.10.2024

Article: How to roll over your 401(k)

The hassles of cleaning up a string of leftover plans from half-forgotten old jobs will only get worse the longer you delay.
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News / 12.27.2023

Article: How saving for retirement is changing in 2024

Retirement account rules and contribution limits get adjusted this year.
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News / 08.29.2023

Muirwood // Summer 2023

Our latest client newsletter: Announcement, 529 Plans, Beneficiary Review
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Commentary / 06.26.2023

Columbia Insights: 529 Plans

529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.
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Commentary / 02.15.2023

Columbia Insights: Volatility

Time in the market beats market timing
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News / 01.31.2023

Muirwood // Winter 2023

Our latest client newsletter: New Resolutions, New Hire, New Tax Info
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Commentary / 03.01.2021

Columbia: Latest Insights - Volatility

Time in the market beats market timing
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News / 02.05.2021

Muirwood // Winter 2021

Our latest client newsletter: Performance Reports, Tax Prep, Office Updates
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Commentary / 11.20.2020

Franklin Templeton: Knowledge drives confidence, confidence drives growth

Insights on how knowledge and confidence drive investment strategy
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News / 10.30.2020

Muirwood // Fall 2020

Our latest client newsletter: New Office, Updated Website, Election Commentary
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Commentary / 09.01.2020

Columbia: Latest Insights - Fixed Income

State revenue decline less dire than projections
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Commentary / 08.01.2020

Columbia: Latest Insights - Equity

Look beyond election-year volatility for a longer term view on stock market performance
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News / 11.14.2024

Article: Emergency Fund

The most common emergencies you should be saving for, as well as tips for how to build those savings in the first place.
Learn more

News / 10.21.2024

Article: Financial Tips for Widows and Widowers

The death of a spouse can turn your world upside down; it’s important to take care of certain items. 
Learn more

News / 09.17.2024

Article: How to Talk About Estate Planning With Your Family

Here are some things to keep in mind...
Learn more

News / 08.19.2024

Article: Switching Jobs and 401(k)s

Pitfalls of leaving behind retirement assets when switching jobs
Learn more

News / 07.18.2024

Article: Medicare Basics

Whether you’re already receiving benefits or plan to receive them in the future, here are 11 things you need to know
Learn more

News / 06.18.2024

Article: How Should Couples Split Finances?

The complete breakdown...
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News / 05.16.2024

Article: A Financial Checklist for Widows

Including steps to take right away and those that can be delayed
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News / 04.15.2024

Article: Celebrating Financial Literacy Month

Identify your money weaknesses and turn them into strengths
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News / 03.14.2024

Article: What is a Living Trust?

Decide how your assets should be managed, both in your lifetime and after you're gone
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News / 02.20.2024

Article: What Every Woman Needs to Know Before Retiring

For women of all ages... reduce vulnurability and get empowered!
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News / 01.10.2024

Article: How to roll over your 401(k)

The hassles of cleaning up a string of leftover plans from half-forgotten old jobs will only get worse the longer you delay.
Learn more

News / 12.27.2023

Article: How saving for retirement is changing in 2024

Retirement account rules and contribution limits get adjusted this year.
Learn more

News / 02.05.2021

Muirwood // Winter 2021

Our latest client newsletter: Performance Reports, Tax Prep, Office Updates
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News / 10.30.2020

Muirwood // Fall 2020

Our latest client newsletter: New Office, Updated Website, Election Commentary
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News / 07.23.2020

Forbes: How the Stock Market Performed Under Every U.S. President Since Truman

Biden vs Trump. Some speculate that the future of the republic hinges on the outcome of the next election. But for smart investors it doesn't really matter who wins.
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News / 06.11.2020

Muirwood Private Wealth Joins Sanctuary Wealth

Sanctuary Wealth, home to the next generation of elite financial advisors, announces that Muirwood Private Wealth, based in the financial center of northern California's East Bay, Walnut Creek, is the latest high-profile team to choose the partnered independence business model.
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