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    1101 Sylvan Ave Ste C101 Modesto, CA 95350-1687 T: 209.447.0700
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When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Fed raises interest rates with a 25 basis point increase
3/22/2023
Indications from the central bank are that its tightening cycle is drawing to a close.
Markets & Investing
Read
Read
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
Incremental progress emerging in the banking sector fallout
3/20/2023

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.

Economy & Policy
Are you protected from market mayhem?
3/20/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Watch Video
Why you should maintain a long-term view amid bank headlines
3/17/2023
CIO Larry Adam shares four points to remember amid volatility in the banking sector and broader market.
Markets & Investing
Read
How will recent news impact interest rates’ trajectory?
3/17/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
A difficult job becomes even more difficult
3/17/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Can you distinguish cash fact from cash fallacy?
Recent market activity and rising interest rates have investors thinking twice about cash. Here are some things to consider.
Markets & Investing
The delicate juncture of estate planning and substance abuse
Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving
Weekly market guide
3/16/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing

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Rooted Wealth ManagementRooted Wealth Management
  • Rooted Wealth Management
  • 1101 Sylvan Ave Ste C101 Modesto, CA 95350-1687
  • T: 209.447.0700
  • Map & Directions
  • Map & Directions

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