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Category Archives: News Email

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Market Update–September, 2019

Posted on September 9, 2019 by Rachel Wagner
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Dear Clients and Friends, The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new Continue Reading →

Posted in Market and Economic Commentary, News Email

Fuego Volcano Update from Joan

Posted on June 15, 2018 by Rachel Wagner
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Most of you are aware of our personal connection to Guatemala.  Rachel’s adopted son Ruben was born there.  Our founder and former advisor, Joan, has retired to Antigua. Joan writes:  Visiting Continue Reading →

Posted in News Email

Markets Looking Optimistic For Small Businesses

Posted on June 22, 2017 by Rachel Wagner
A Look at Small Business Optimism

The National Federation of Independent Business (NFIB) Small Business Optimism Index for May was released last week. Small businesses remain a vital segment of the American economy and are just Continue Reading →

Posted in Market and Economic Commentary, News Email

Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

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