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Jason Staley

Articles 1 - 6 of 6

Wealth Management
Jason Staley | 3.13.2023

SDWMA Thoughts on Silicon Valley Bank

Learn more about the Silicon Valley Bank collapse and why SDWMA embraces diversification.

Wealth Management
Jason Staley | 7.28.2022

Versus Capital Real Assets Update: SDWMA Tours Timberland

Better understand the benefits of owning real assets in a wealth management portfolio as it pertains to asset allocation within your portfolio.

Wealth Management
Jason Staley | 7.29.2021

The Stock Pays a Good Dividend

Learn more about the benefits and misconceptions regarding pure dividend investing, and why using it as the sole underpinning of an investment thesis can lead to sub-optimal outcomes.

Wealth Management
James Moyer, Jason Staley | 3.2.2021

Bitcoin, Bitcoin, Read All About It

Learn more about bitcoin, what it is and why everyone is excited about it.

Coronavirus, Personal Finance, Wealth Management
Jason Staley | 6.24.2020

Volatility is Back … and It is Here to Stay

Better understand the current state of equity markets including S&P 500 due to the COVID-19 shutdowns across the country.

Tax, Wealth Management
Jason Staley | 12.7.2016

Year-End Tax Savings Ideas, Fourth in a Series: Tax Loss Harvesting

History has proven that investment returns vary year over year, with some years generating positive returns while others yield disappointing losses. A

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