Beta Wealth Group offers financial planning and wealth management services.  The self-described firm uses cutting-edge technology and decades of experience to provide financial planning and wealth management.

Beta Wealth Group

Beta Wealth Group | 451 followers on LinkedIn. Managing your wealth is a science.  Supporting your goals is our privilege. | While we certainly can’t predict what the future will bring – we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the way. And that’s precisely what we help our clients do: apply meticulous planning and rational, strategic decision-making to the pursuit of their lifelong financial goals.

As advisors, we believe there is an intricate, elegant science to the management and preservation of significant wealth.

Jodi Vleck, CFP®

Vice President at Beta Wealth Group

Mike Vleck

Planning Associate

Braxton Leicht

U.S. stocks gained ground for the week following the conclusion of the Presidential election, while foreign stocks saw mixed results. Bonds fared positively as yields pulled back from recent highs. Commodities were mixed, with gains in energy offset by a decline in metals. https://lnkd.in/eFSiRxvs

This week, Donald Trump became the first president since the 1890s to regain the White House after losing the previous election (you’re no longer alone, Grover Cleveland). Other than this historical marker, what does that mean for the markets, the country, and the economy? https://lnkd.in/ec_krMp7

Economic data for the week included U.S. GDP growth showing another strong quarter, as did personal income and spending. Manufacturing data continued to contract, as has been the trend over the past several years. The monthly employment situation report was far weaker than prior months, below lower expectations, due to the impacts of hurricanes and a major labor strike. https://lnkd.in/d5f5qjks

Equities declined globally, with higher interest rates and less certainty about central bank rate easing looking forward. Bonds fell back along with rising yields at the longer end of the curve. Commodities gained, largely due to energy, despite a stronger dollar. https://lnkd.in/e6Yxm6XF

News update from Beta Wealth Group - Congratulations Jodi Vleck, CFP® ! https://lnkd.in/eGZxrzkv

Equities were mixed globally, with gains in the U.S. on net, and declines abroad, tied with a pullback in China’s recent rally. Bonds were flattish with little change in the yield curve. Commodities were down for the most part, with lower perceived geopolitical risks pulling down oil prices. https://lnkd.in/eHTZYMai

Equities were mixed globally last week, with gains in the developed world and declines in emerging markets, due to varying economic results and central bank policy expectations. Bonds pulled back as yields moved higher along with sticky inflation. Commodities were mixed, with oil prices ticking a bit higher but industrial metals down. https://lnkd.in/eEWQcdyG

Great start to the week at #FidelityInsideTrack . Spent time hearing various perspectives on the outlook of the markets from leading asset management firms and learning from experts at multiple panels.

Equities were mixed globally with gains in the U.S. and China, while other developed and emerging countries saw declines. Bonds fell back generally with higher interest rates. Commodities rose with a sharp gain in crude oil along with Middle East concerns. https://lnkd.in/eP_xKNJM

Equities were generally positive globally, led by foreign markets, and particularly Chinese stocks as government stimulus measures were announced. Bonds were flattish in the U.S., but positive abroad due to a weaker U.S. dollar. Commodities were mixed, with gains in metals especially from the Chinese stimulus, while energy prices fell with higher expected supplies. https://lnkd.in/eAgvX7Mr

Owner

Charles Jarvie

Vice President

Wealth Manager and Co-Portfolio Manager

Chris Theordor

Wealth Manager

David Leffel

Gary Grinberg

Chief Executive Officer and Wealth Manager

Jodi Vleck

Managing Partner

Romy Brown

Greater San Diego Area Companies With More Than $1M in Revenue (Top 10K)

San Diego Companies With More Than $1M in Revenue

San Diego Companies With Less Than $500M in Revenue

San Diego Financial Services Companies

Beta Wealth Group is a wealth management and financial planning firm.

San Diego

California

United States

North America

Beta Wealth Group provides financial planning and wealth management services, focusing on understanding clients' financial needs.

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