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The State of the Market

June 8, 2022 The State of the Market Phil Albitz, CFP® Well, here we go again. It’s been a while, but a bear market is upon us. Unfortunately, it is a bear market in most every asset class: stocks, bonds, gold, crypto; they are all in downtrends. Real estate is probably the next shoe to [...]

June 6th, 2022|

Helping Your Child Buy a House

June 03, 2022 Helping Your Child Buy a House By Sylvia Salguero, Financial Advisor If you are looking for a way to help your children buy their first home, there are several options available. Determining which one is best for your circumstances depends on multiple factors, primarily on how much you are able to provide and [...]

June 3rd, 2022|

Series I Savings Bonds

June 8, 2022 Series I Savings Bonds By Clete Albitz, CFP® About a year ago, in June of 2021, I wrote an article about Series I Savings Bonds. These bonds are issued by the U.S. Treasury and can only be purchased directly at They were yielding 3.54% which was noteworthy at the time. However, with [...]

June 1st, 2022|

The Hawkish Fed vs. The Market

January 25, 2022 The Hawkish Fed vs. The Market Phil Albitz, CFP® I don’t think anyone would argue with me if I said, “These last couple of years have been kinda weird.” In this short video I’m going to talk about the markets and explain the term “Hawkish Fed” as it relates to interest rates and [...]

January 25th, 2022|


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