Financial Insights
More donors are turning to donor-advised funds to give more strategically. Here's how a DAF works, why it can be so tax-efficient, and what to weigh before opening one.
A potential SpaceX IPO has drawn considerable attention across institutional and retail markets. Before assessing the opportunity, we think it is worth examining what historical data tells us about IPO
You’ve spent years building equity in your investment property. Now you’re thinking about selling — but the moment you do, the IRS wants a significant cut of your gains. What
A few things to consider before going on claim. For many Americans, retirement isn’t a single event — it’s a transition. Some reduce hours, some change careers, and others keep
What the One Big Beautiful Bill Act means for high-income Californians and how to make the most of it before 2030. If you own a home in California, pay state
A Difficult Start to the Year The first quarter of 2026 was a rough stretch for investors. AI-related disruption and the February 28th strike on Iran combined to produce the
Channel Wealth was featured in the Pacific Coast Business Times after announcing it has surpassed $1 billion in client assets (as of November 2025) and is expanding with a new
Maria Vallejo Meza, Wealth Advisor at Channel Wealth, was recently featured in the Pacific Business Times through Women & Co.’s Women & Wealth Q&A panel. In the feature, Maria shares
Dear Investors, We are pleased to welcome you to the new year and present our 2026 Market Outlook Report. Closing out 2025, global stock markets delivered a spectacular performance. Despite
Executive Summary As we enter the final quarter of 2025, investors are navigating a landscape shaped by shifting economic policies, technological advancements, and global events. In this edition, we’ll highlight
Executive Summary Summer is in full swing; there’s something about this season that invites adventure, spontaneity, and a little bit of nostalgia. For investment managers, it is time to take
The first quarter of 2025 proved to be a volatile ride with the U.S. stock market hitting new record highs to begin the quarter, followed by sharp declines precipitated by
EXECUTIVE SUMMARY Equity markets backed up 2023 strong gains with another stellar year in 2024, underpinned by healthy economic growth in the U.S. Fixed income portfolios recorded modestly positive returns
Greetings from Channel Wealth, The election is over and once again markets have done an impressive job of processing long odds and disparate information. We wanted to share a few
Portfolio Considerations Given that US equity markets are at all-time highs led by technology, it is time to start re-balancing to undervalued sectors like Utilities, Consumer Staples, and REITs. Economy