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  • Randi Bednarczyk
    1840 San Miguel Dr, Ste 202 Walnut Creek, CA 94596-4912 T: 925.478.5524 F: 925.478.5526
    Map and Directions Map and Directions
  • James Bassett
    2333 San Ramon Valley Blvd., Ste 450 San Ramon, CA 94583-4456 T: 925.478.7777 F: 925.478.7781
    Map and Directions Map and Directions
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Stay focused on the long game
3/31/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The case for high(er) for longer is still intact
3/31/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
Weekly market guide
3/31/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Parental leave policies leave parents wanting more
Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Read
Spend your retirement thriving
How to make your retirement rewarding and meaningful.
Retirement & Longevity
Read
Favorable current strategy - yield and duration
3/27/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Growth in real money supply is what is important for taming inflation, and for the Fed
3/24/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market and economic dynamics to keep an eye on
3/24/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly market guide
3/24/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity

The future at your fingertips

Diamond Oak Wealth PartnersDiamond Oak Wealth Partners
  • Randi Bednarczyk: 1840 San Miguel Dr, Ste 202 Walnut Creek, CA 94596-4912
  • T: 925.478.5524
  • F: 925.478.5526
  • Map & Directions
  • Map & Directions
  • James Bassett: 2333 San Ramon Valley Blvd., Ste 450 San Ramon, CA 94583-4456
  • T: 925.478.7777
  • F: 925.478.7781
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. DiamondOak Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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