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  • Drake Medeiros
    2500 Mendocino Ave Ste C Santa Rosa, CA 95403 T: 707.573.7756 F: 707.573.7715
    Map and Directions Map and Directions
  • Laura Pedroncelli & Michela Barker
    3562 Round Barn Circle Ste 214 Santa Rosa, CA 95403-0179
    Map and Directions Map and Directions
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Five ways today's market cycle differs from the dot-com era
6/5/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Employment and inflation: not supportive of rate cuts
6/5/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
Asking the more appropriate question
6/1/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
Read
Where did all the teen summer jobs go?
5/29/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Where did all the teen summer jobs go?
5/29/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity

The future at your fingertips

Addison Avenue Investment Services logoAddison Avenue Investment Services logo
  • Email: michaela_barker@addisonavenue.com
  • Drake Medeiros: 2500 Mendocino Ave Ste C Santa Rosa, CA 95403
  • T: 707.573.7756
  • F: 707.573.7715
  • Map & Directions
  • Map & Directions
  • Laura Pedroncelli & Michela Barker: 3562 Round Barn Circle Ste 214 Santa Rosa, CA 95403-0179
  • Map & Directions
  • Map & Directions

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