Cannon Beach Financial Advisors

2603 Camino Ramon | Suite 422
Bishop Ranch 3
San Ramon, CA 94583

ph: 888-839-9399

info@cannonbeachco.com

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Communications

In-depth Analysis

The Way We Invest
A thought-provoking perspective on investment philosophy supported by Cannon Beach Financial Advisors (client password required)
 
Bond Funds vs Individual Bonds
Stock Funds vs Individual Stocks
Technical papers on the key differences between these investment options (client password required)
 
Cost of Waiting
A table that illustrates the positive impact of getting started on your savings today
 
What to Keep
A Morningstar perspective on document retention
 
Challenge of Trying to Time the Market
A MARE analysis of the impact of being out of the market at the wrong times
 
Returns by Asset Class
Data from Callan Associates on overall returns by asset class over time

 

 

Contact us if you would like to discuss any of the perspectives shared here, or how they may pertain to your current situation.

Copyright 2016 Cannon Beach Financial Advisors.  All rights reserved.  Please click here for important disclosure information.

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2603 Camino Ramon | Suite 422
Bishop Ranch 3
San Ramon, CA 94583

ph: 888-839-9399

info@cannonbeachco.com