Osterweis Private Client

In their latest quarterly commentary, our Core Equity team explains why they believe the U.S. is still the most attractive investment environment in the world: https://hubs.la/Q02V_wgP0 #investing #equities #China #demographics

Navigating a changing interest rate environment can be challenging. Find out how our Strategic Income team is managing portfolios in this environment with a focus on fundamentals rather than making bets on specific outcomes: https://hubs.la/Q02T_2WG0 #investing #highyield #fixedincome #bonds #interestrates

Happy five-year work anniversary to Brant Martin! As a Private Client Associate, Brant leverages his deep experience to provide exceptional service to our clients. Thanks Brant, for all you do. #workanniversary #employeeappreciation #privateclient

Fixed income markets rallied in the third quarter, as investors focused on declining inflation and the Fed rate cut rather than concerns about rising tensions in the Middle East and other geopolitical issues. In their latest quarterly commentary, our Strategic Income team provides their views on the fixed income market and portfolio positioning: https://hubs.la/Q02T_4M20 #investing #fixedincome #bonds #Fed #interestrates

Want to help your child with a down payment on their first home? Or share a financial gift with someone you love? The annual gift exclusion may allow you to do so, tax-free. Our Insight provides more information: https://hubs.ly/Q02TsjCb0 #TaxExclusion #gifts #WealthManagement

We had a great time at our second pop-up pantry event with SF-Marin Food Bank this fall, providing a wide variety of fresh produce to over 1250 people! Thanks to the Osterweis Volunteer Committee and the SF Marin Food Bank for creating a great opportunity to give back to our community. #volunteering #foodbank #giveback #community

Did you know that inherited IRA rules can differ substantially depending on your relationship to the IRA account holder? Find out more in our overview of IRS requirements for inherited IRAs written by Christopher K. Zand, J.D., CFP® and Natalie Belyea: https://hubs.la/Q02QYkY-0 #privateclient #inheritedIRA #wealthmanagement #wealthtransfer #taxoptimization #IRA

How are the consumer and industrial sectors of the economy doing? Get the answer to this question in the second episode of our video series “Reading the Tea Leaves.” Christopher K. Zand, J.D., CFP® Nael Fakhry Greg Hermanski https://hubs.la/Q02PSL9Y0 #consumer #industrial #economy #QualityGrowth #PrivateClient

Do you have an inherited IRA? Recently updated IRS rules changed how inherited IRAs are treated, and grasping the nuances can be challenging. To help you understand the changes, check out our recent piece, “Changes to Inherited IRAs Promote Timely Opportunities” by Christopher K. Zand, J.D., CFP® and Natalie Belyea: https://lnkd.in/gW9CBYKx #privateclient #inheritedIRA #wealthmanagement #wealthtransfer #taxoptimization #IRA

In this video Craig Manchuck, Strategic Income Portfolio Manager, explains why the team believes it is critical to evaluate each individual bond before they invest. #fixedincome #investmentgrade #investing #bonds #yield