As many of our clients know, we clear our calendar to meet every quarter to review client portfolios, economic developments, and potential market impacts. Here are some notes from our latest meeting:
Read More
All Time Stock Market Highs, the Rise of AI and an upcoming election. Is the Market in trouble, or can it continue it's rally from 2023?
Read More
When you read “stock market at all-time highs”, you probably expect a crash to follow shortly after. I’m not sure that’s something to worry about:
Read More
It’s no secret, California has earned its reputation for an expensive place to live.
Taxes can be a confusing and complicated issue, even more so when we live under 2 tax codes: CA State and Federal.
Read More
“You know, the best part of the best drug in the world isn't the high. It's the moment just before you take it. The dice are dancing on the table. Between now and the time they stop, that's the greatest high in the world.”
Read More
The ongoing “us vs. them” mentality has an unwritten lie: You can never be wealthy.
Read More
10 Unofficial rules for making money in the stock market
Read More
There’s been a growing concern that the current bull market in US stocks has been the longest in history. (A “bull market” is defined as a market rally that typically can spans months or years. It is declared over when a 20% price drop occurs).
Read More
2018's stock market returns started off looking like an EKG heart monitor; spikes, drops and some temporary flat lining.
Read More
For all the recent company setbacks, this may be the most embarrassing for General Electric. The Dow Jones Industrial average is dropping General Electric this week after being included for over 111 years.
Read More
Much has been written about the millennial generation (people born between 1981-2000). They’ve been accused of wanting comfort at all times, focused on living for today and having a narcotics grade addiction to their phones.
Read More
Emotions and opinions can make people do crazy things. This year, more than in the past, I’ve seen and heard more political discussions tear people apart.
Read More
Snapchat has been publicly traded for roughly 3 months now, with much fanfare leading up to the first day of trading. After an initial first day pop as high as $29 a share, the stock has since slumped well below the opening price of $24.
Read More
We’ve heard a lot of arguments from the financial media lately about why American stocks are due for a big price drop. They’ve been called overbought, overvalued and overdue for a big pullback. We would like to make a bullish case for further price gains:
Read More
The hottest investment category, according to a recent Blackrock study, is the ETF market. We’ve had numerous discussions with people who have suddenly taken an interest in the subject. So what is an ETF and why should we care?
Read More