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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
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  • Auburn, CA-8NB01
    Auburn, CA 128 East Street Auburn, CA 95603 O: 530.823.7511 O: 916.784.8080
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How will midterm elections impact the market?
10/28/2022
CIO Larry Adam provides context ahead of the November 8 elections.
Markets & Investing
Impress your clients and team with a virtual wine tasting
Pop the cork and celebrate a successful year with your employees or loyal customers.
Business Ownership
Read
Read
Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Review retirement plan contribution limits for 2023
Consider using tax-advantaged accounts to help lower your tax bill.
Retirement & Longevity
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Read
When Will Things Change?
10/24/2022
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Listen
The destructive, 10-figure industry that’s still expanding
The FBI reported last year's potential cybercrime losses at nearly $7 billion – and Chief IT Security Officer Todd Ferguson believes that to be an underestimation.
Technology & Innovation
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
IRS suspends missed RMD penalty for certain inherited IRAs
Some beneficiaries who inherited an IRA in 2020 or 2021 will not face withdrawal penalties until 2023.
Retirement & Longevity
Quick thoughts from a fixed income strategist
10/17/2022
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Owens Estate & Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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