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    5200 N Palm Ave, Suite 301 Fresno, CA 93704 O: 559.475.9322
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    200 Camino Aguajito, Suite 300 Monterey, CA 93940 O: 831.324.4877
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The Federal Reserve is balancing a split economy
8/1/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Employment number worse than feared in July
8/1/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
Equity markets continued to climb higher in July
7/31/2025
Signs of market fatigue and elevated expectations suggest that caution may be warranted.
Markets & Investing
The art of giving what you can't take with you
How to start planning for the future of a valuable collection.
Estate & Giving
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
View
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
Read
Where to invest on the yield curve
7/28/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Has the US lost its relative safe-haven appeal?
7/28/2025
Senior Investment Strategist Tracey Manzi notes that while sentiment shifts can sway markets in the short-term, the US dollar's supremacy will likely remain intact.
Markets & Investing
Weakness in housing ups the ante
7/25/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Why the recent trade deals are important
7/25/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership

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Capital WaypointCapital Waypoint
  • Fresno Office: 5200 N Palm Ave, Suite 301 Fresno, CA 93704
  • O: 559.475.9322
  • Map & Directions
  • Map & Directions
  • Monterey Office: 200 Camino Aguajito, Suite 300 Monterey, CA 93940
  • O: 831.324.4877
  • Map & Directions
  • Map & Directions

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