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  • Grass Valley, CA-8NB
    Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945 O: 530.272.7500 F: 530.272.5900
    Map and Directions Map and Directions
  • Auburn, CA-8NB01
    Auburn, CA 128 East Street Auburn, CA 95603 O: 530.823.7511 O: 916.784.8080
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Equity markets continued to climb higher in July
7/31/2025
Signs of market fatigue and elevated expectations suggest that caution may be warranted.
Markets & Investing
Where to invest on the yield curve
7/28/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Read
Has the US lost its relative safe-haven appeal?
7/28/2025
Senior Investment Strategist Tracey Manzi notes that while sentiment shifts can sway markets in the short-term, the US dollar's supremacy will likely remain intact.
Markets & Investing
Why the recent trade deals are important
7/25/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Read
What's your number?
7/21/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Threats to the Fed’s independence undermine its credibility
7/18/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Direct indexing: An innovative and customizable capital markets strategy
This personalized approach offers increased flexibility for sophisticated investors.
Markets & Investing
Webinar replay: Quarterly Coordinates: Back to the Future: Lessons from the Past, Strategies for the Future
7/15/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Callable bond considerations
7/14/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Where are the economy and equity market heading next?
7/11/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
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Owens Estate & Wealth Strategies GroupOwens Estate & Wealth Strategies Group
  • Grass Valley, CA-8NB: Grass Valley, CA 426 Sutton Way, Suite 110 Grass Valley, CA 95945
  • O: 530.272.7500
  • F: 530.272.5900
  • Map & Directions
  • Map & Directions
  • Auburn, CA-8NB01: Auburn, CA 128 East Street Auburn, CA 95603
  • O: 530.823.7511
  • O: 916.784.8080
  • Map & Directions
  • Map & Directions

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