Market overviews published quarterly

  • Sheltered In Place - April 2020

    “This too shall pass.”
    - Rumi; 1207-1273 (1)  

    Religions have long offered this expression to provide comfort in difficult times. There can be little ambiguity that our current circumstances qualify. We are deeply sorry for everyone’s pain and their challenges.

    On the next page, we want to provide a

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  • An Appetizing Year - January 2020

    “He didn’t want me to reject it out of hand, which I might have done, because it was a crazy idea. But when I tasted it, I was sold.”
    - Ray Kroc, on his introduction to the Egg McMuffin. (1)

    The Egg McMuffin was invented right here in Santa Barbara

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Short articles about finance-related topics

  • Tax Calendar Guidelines

    By Trista DeAngelis

    " I am proud to be paying taxes in the United States. The only thing is I could be just as proud for half of the money. " – Arthur Godfrey

    Tax season. It’s a painful reminder of a good problem to have. And to add to the stress,

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  • Has the World Gone Mad?

    By Jeremy Runnels

    How does this sound? You give me $1 today, and I will give you 99 cents a year from now. Crazy, right? You may be surprised to learn that many people in a large part of the world are currently saying “yes” to that offer.


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