Sponsor Circle

The Sponsor Circle gives FPA members the opportunity to check out additional items of interest from our sponsors!

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Events & Webcasts

Mutual of Omaha – Mortgage – – (925) 848-6575
Wealth Advisor Webinar “Best Practices for Retirement Income”
Wednesday, March 18th, 11am to 12pm
1 Hour of CE Credit Available
Click here for details

 

Articles,  White Papers, Videos & Commentary

 

Stonecrest Managers – – (415) 840-6815
Stonecrest brochure

 

David Shaffer Insurance Services – – (925) 944-7100
A Guide to Earthquake Insurance and EQ Risk Management for Financial Planners
Bringing Into Focus P & C Protection Gaps in the Financial Planning Process and How to Eliminate Them

 

State Street Global Advisors – (415) 260-8308
A ETF Due Diligence Checklist

 

Diamond Hill – – (707) 696-0190
The Case for a Strategic Allocation to High Yield
Core vs. Core Plus: Do You Know What You Own?
The Evolution of the ABS Market

 

Litman Gregory – – (925) 253-5245
Litman Gregory Year-End 2019 Investment Commentary