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    2659 Townsgate Road, Suite 240 Westlake Village, CA 91361 O: +1.818.232.7216 F: 818.232.7144
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Extension swaps: Locking in income for longer
7/27/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
How today's AI rally differs from the dot-com bubble
7/27/2026
Raymond James Chief Investment Officer Larry Adam shares three key differences between the dot-com bubble of the late '90s and today's market backdrop.
Markets & Investing
Watch Video
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Strong fundamentals mask rising geopolitical risk
7/24/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Strong fundamentals mask rising geopolitical risk
7/24/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The new retirement playbook
How retirees are reshaping side hustles by prioritizing creativity, human connection and purpose, with extra income as an added benefit.
Retirement & Longevity
Read
Active ETFs surge forward
An investment “wrapper” long affiliated with index funds is showing what else it can do.
Markets & Investing
Read
The art of influence
Championing cultural philanthropy while bolstering your brand
Estate & Giving
Read
Resilience by construction: how index evolution drives earnings strength
7/20/2026
Equity markets have shown resilience amid persistent headwinds, supported by index evolution and earnings strength
Markets & Investing
Bond investor’s “bird in hand”
7/20/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Federal Reserve chairman’s views are starting to become clearer
7/17/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Inflation data, early earnings and geopolitics shape the market outlook
7/17/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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Cappuccino Financial LogoCappuccino Financial Logo
  • 2659 Townsgate Road, Suite 240 Westlake Village, CA 91361
  • O: +1.818.232.7216
  • F: 818.232.7144
  • Map & Directions
  • Map & Directions

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