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Knowledge & Insights Center

Mike Olivia

Feb 272 min read

Michael Olivia Named Forbes Top 100 Financial Securiy Professionals List

We are pleased to announce that Michael Olivia, a member of our team at WestPac, has achieved an impressive ranking in the renowned Forbes B

William Combs

Apr 15, 20225 min read

Letter to Investors: The Double-Edged Sword of Interest Rates

The Federal Reserve and Federal government have told us we have a strong economy – the Fed’s commitment to raise interest rates and to...

William Combs

Feb 10, 20229 min read

Letter to Investors: Inflation is a Monetary Phenomena

Dear Colleagues, Clients and Friends, What a year it has been. There is a lot to talk about, consider, and take action on as the gears of...

Mike Olivia

Feb 26, 20191 min read

Has New Tax Law Twisted Business Owners Best Interests When It Comes to Retirement Savings Plans?

Article for Fiduciary News, written by Christopher Carosa, CTFA with contributions from Michael Olivia.

Mike Olivia

Dec 1, 20181 min read

Influential Insider: Modern Luxury San Diego

Michael Olivia was featured in the December 2018 issue of Modern Luxury Magazine as an Influential Insider.

Mike Olivia

Jul 29, 20181 min read

Should Investors Be Open to Closed-End Funds

Article written and published by US News & World Report with contribution from Michael Olivia.

Mike Olivia

Jul 16, 20181 min read

Investors Savor Treasury Bonds

Article written and published by US News & World Report, with contribution from Michael Olivia.

Mike Olivia

Jun 18, 20181 min read

US Stocks-Wall Street Slides, Dow erases 2018 Gains as Trade Spat Intensifies.

Article written and published by Reuters with contributions from Michael Olivia.

Mike Olivia

May 29, 20181 min read

Why Company Bonds Gain Interest

Article written and published by Reuters, with contribution from Michael Olivia.

Mike Olivia

Apr 29, 20181 min read

Why Your Business Should Offer a High Deductible Health Plan

Article written and published by Business News Daily, with contribution from Michael Olivia.