D. Austin Lewis, JD, MBA, CFP®

Austin has 27 years of experience in advising clients as a banker, attorney, and financial advisor. Austin started his career by serving as a business banking officer with Wells Fargo Bank in downtown San Francisco. Upon graduation from law school, Austin practiced law for nine years…read more»

Newsletters & Resources

7/15/22 Newsletter (7.15.22) – A Bear Market Primer

5/18/22 Newsletter (5.18.22) Landing the Economy During Market Turbulence

4/14/22 Newsletter (1st Qtr 2022) – Lots of Trouble

7/20/21 Newsletter (2nd Qtr 2021) – Should I Be Worried About Inflation?

4/12/21 Newsletter (1st Qtr 2021) – My Dress Shirts and Maybe Your Portfolio

10/14/20 Newsletter (10.14.20) – Hot Mess

05/14/20 Newsletter (5.14.20) – Global Pandemic

04/10/20 Newsletter (4.10.20) – Discipline v. Anxiety

02/28/20 Newsletter (2.28.20) – The Coronavirus and Your Portfolio

10/11/2019 Quarterly Newsletter (3rd Qtr 2019) Impeachment and Your Portfolio

10/11/2019 Client Letter (3rd Qtr 2019)(10.11.19)

08/16/2019 Newsletter (8.16.19) – Yield Curve Inversion Insanity

Videos

Client Update (March 24, 2020)

Impeachment and Your Portfolio - October 11, 2019

What Makes Us Different?

Wealth Management Formula