Quarterly Newsletter

The Knot is our client newsletter which is scheduled for quarterly distribution in Winter, Spring, Summer, and Fall. 

Each edition of The Knot will include several components: 

• Market Commentary
• Charitable Giving Feature
  
• In the Know-PalomarWealth News
  

Market commentary continues our trend of providing important economic & market updates at a high level and expectations for the road ahead.  Our charitable giving feature will highlight a cause or project our office is supporting. Lastly, In the Know is a space dedicated for our team to share upcoming news or important information. Our goal in providing this publication is to strengthen your connection with our practice.

January 2021 Issue

April 2021 Issue

July 2021 Issue

October 2021 Issue

January 2022 Issue

April 2022 Issue

July 2022 Issue

October 2022 Issue

January 2023 Issue

May 2023 Issue

July 2023 Issue