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Insights

Market & planning insights

Short, occasional, and only when we have something useful to say. The first posts are coming at launch.

The short answer

This will be the firm's commentary page: what a market move, rule change or new IRS limit actually means for households and business owners like our clients — in plain language, without predictions or hot takes. The first posts are being written now and will appear here at launch.

What to expect when it's live

  • Plain-language explainers when something changes — a new contribution limit, a CalSavers deadline, a rule affecting rollovers.
  • Perspective in down markets, because that's when a calm written word is worth the most — and when tax-loss harvesting earns its keep.
  • No forecasts, no stock picks, no performance claims. If you want someone predicting the market, there is an entire industry happy to oblige; it won't be this page.
  • English and Spanish, like everything else the firm publishes.

While you wait

The evergreen material lives elsewhere on the site: the education center for guides, the glossary for terms, and the services pages for what we actually do and what it costs.

Future posts will be general commentary and education, not individualised advice or an offer of services, and will contain no performance claims or predictions presented as fact. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.

Want the first post when it lands?

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