Broker Check

Blog

Friday, January 8, 2021

The pandemic in 2020 accelerated some trends that were already in place and started some new trends. What investments will benefit? See the 6 themes for 2021 that we see on the horizon.

Wednesday, November 25, 2020

Cyber criminals are noticing we are spending more time at home with emails and online. Phishing emails and cyber crimes are on the rise. Learn how you can spot a cyber crime designed to part you from your money.

Friday, November 13, 2020

The 2020 elections are historic. A divided government is expected. If Joe Biden becomes the next President and the Republicans keep the majority in the Senate, what Biden policies are likely to be possible and what are unlikely?

Thursday, October 29, 2020

A K-shaped, recovery means that part of the economy is improving while other parts of the economy are struggling. Are we having a K shaped recovery? If so shat are the trends for the strong and weak parts of the economy?

Thursday, October 15, 2020

Large companies are announcing plans to leave California and we've observed that more Californians are making individual plans to leave. Is this a long-term trend? If so where are Californians moving to and why?

Show All

Wednesday, July 15, 2020

A mid-year review of the US stock market and economy. We will summarize the key points and assess where things stand today and important areas to watch for the remainder of the year.

Thursday, April 9, 2020

Have you noticed you've been adding TV and movie services one after another? This cost can really add up. We took up the challenge to see if we could cut the cord and increase our entertainment options and possibly save money.

Sunday, March 15, 2020

The Coronavirus has impacted the world much more than previous diseases. Having said that, we do believe sometime later in the year, life should return to normal and the Coronavirus concerns will have subsided.

Monday, March 2, 2020

As of Monday, March 2, 2020, this is our view on the coronavirus, economy and stock market.

Thursday, February 6, 2020

Your Client Portal is a valuable asset in your financial planning toolkit. Here are some key features we shared at our recent client seminar.

Friday, December 27, 2019

What factors are contributing to the recent stock market rally? Could it be increasing earnings of US companies, growth in the US GDP, political factors or actions by the Federal Reserve?

Wednesday, October 30, 2019

An estate plan that was carefully and thoughtfully created over time may have elements that are no longer appropriate. A small amount of time spent to keep it updated can save your family and heirs a lot of time and heartbreak later.

Monday, October 28, 2019

The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...

Tuesday, July 2, 2019

On July 4th, Independence Day, we reflect on the meaning of the day and our founding fathers who bet everything to strive for freedom and independence.

Friday, May 31, 2019

Here is an update on our views on the US economy, stock market and changes we have made to client portfolios in the past month. Figure 1. S&P 500 Total ReturnSource: HiddenLevers.com The S&P 500 reached new all-time highs on May 3,...

Wednesday, January 23, 2019

Financial markets work through cycles that are upward and are downward, just as the economy goes through such cycles varying from strong to weak. When a financial market as a whole, or as a group of securities has been rising, this is...