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Insights

Wealth Management Perspectives

Practical guidance on investment planning, retirement, estate planning, and tax strategy from our fiduciary advisors.

Off the Cuff

Off the Cuff — October 12, 2026

Markets closed lower today as a surge in energy prices, driven by volatile geopolitical developments, offset enthusiasm for the unofficial kickoff of the third-quarter corporate ea…

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Off the Cuff

Off the Cuff — October 9, 2026

Markets finished a highly volatile week with gains on Friday as geopolitical tensions in the Middle East slightly cooled and bond yields were stable. The recovery of the AI trade t…

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Market Commentary

Market Volatility: Keep the Long View

Short-term market swings are normal — and expected. Historically, investors who stay the course through volatility are rewarded over time. If your portfolio is properly diversified…

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Off the Cuff

Off the Cuff — October 8, 2026

Financial markets closed mostly lower as a steep selloff in artificial intelligence technology shares and surging oil prices weighed heavily on the S&P 500 and Nasdaq. A report cam…

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D.A.E Wealth Management crestD.A.EWealth Management

Serving high-net-worth individuals and families in Roseville and the greater Sacramento region with personalized wealth management.

Greater Sacramento Region

(916) 765-0827

Services

  • Investment Management
  • Retirement Planning
  • Estate & Legacy Planning
  • Tax Strategy

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Investment advisory services offered through D.A.E Wealth Management. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal.