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Newsletter

December 15, 2023 - Outlook 2024 - A Turning Point

June 25, 2024 - Midyear Outlook 2024 - Still Waiting for The Turn

July 31, 2025 – Midyear Outlook 2025: Pragmatic Optimism & Measured Expectations

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Locations

Danville

500 La Gonda Way, Suite 280
Danville, CA 94526 
P: (925) 743-3360

Santa Clara

2880 Lakeside Drive, Suite 100
Santa Clara, CA 95054
P: (408) 986-0898

Sacramento

3425 American River Drive
Sacramento, CA 95864
P: (916) 487-3964

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The Financial Consultants of CalBay Investments are Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. 

The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

LPL Financial Form CRS

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