Read Up on Your Retirement Resources

We strive to keep you informed on all financial information that may impact your retirement. Check back often to learn the latest.

Free Market Funds

Read More...

Testimonials

Read More...

Values Holiday Christmas – Secret Santa

Dear Friends of Eddy and Clayton, Santa exists. I can prove it. I know you probably stopped believing in Santa Claus a long time ago. So did I. And not just Santa, but Rudolph, the elves, the workshop, all of it. I accepted the fact that it was only a story for young children. In…

Read More...

We Are All Mortal

Dear Friends of Eddy and Clayton, Happy Presidents’ Day! Once upon a time, the topic of “who sits in the White House” was not nearly so inflammatory as it is today.  Of course, people have always had different political opinions.  But in recent years, it seems like our differences have become far more of a…

Read More...

Happy Easter

Dear Friends of Eddy and Clayton, Happy spring! I love the spring season.  I love its holidays, like Easter and Mother’s Day.  I love that it’s such a delight to the senses.  The sight of color returning to the world will always be magical.  The smell of flowers in bloom will always be invigorating.  But…

Read More...

An Investor’s Guide to Financial Cybersecurity

Read More...

A Short Guide to Elections and the Markets

Read More...

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 650.373.0088.