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 Reform and Charitable Giving

    By Steve Weintraub

    “Let our advanced worrying, become advanced thinking and planning”.
    -  Winston Churchill; 1874-1965

    The U.S. House of Representatives (November 16, 2017) and the Senate (December 2, 2017) each passed their own version of “The Tax Cuts and Jobs Act”.  With completion of the reconciliation process, the

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  • 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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