The Silicon Valley Business Journal selected Elaine as one of their 2022 Women of Influence! The women selected are leaders of companies and institutions from many different industries in Silicon Valley, and Elaine was the only Wealth Manager selected in the group this year!
This award recognizes women who are established business leaders, with a strong record of innovation in their fields, outstanding performance in their businesses and a clear track record of meaningful community involvement. These Women have made a difference in their communities, blazed a trail for the rest of us and are leaving a mark in Silicon Valley.
Congratulations Elaine! We are very proud of you!
The S&P 500 is now down more than 20%. It is the worst start to the US stock and bond markets in decades. Let’s take a closer look at the markets and what is causing this significant sell off in stocks and bonds.
Webinar replay from Part 2 of our series with recorded presentations on the role of a Professional Fiduciary and finding the right care solutions for aging family members.
The markets have been in a down trend since the beginning of 2022. The big questions now are: Has the US stock market reached a turning point? Is the stock market at a bottom? We are watching for signs of this every day.
Investigate evidence to support if we are in a housing bubble now -- the answer to this question could have a big impact on the economy over the next 24 months.
Founder and Wealth Manager
Marketing Events Manager
Financial Planning Analyst
Client Experience & Marketing