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Growth is Solid, Inflation is Benign, Why Worry?

November 16, 2018 Market Commentary Growth is Solid, Inflation is Benign, Why Worry? It was another volatile week in financial markets as fears around slowing global growth were exacerbated by worries over Brexit. This, as the cabinet minister in charge of negotiating a Brexit deal with the European Union resigned over the direction of the proposed [...]

November 23rd, 2018|

A Bright Future Ahead: Investing in Energy

August 27, 2018 A Bright Future Ahead: Investing in Energy By Vance Albitz America’s ailing coal industry was given a lift last Tuesday when the Environmental Protection Agency unveiled a proposal to reduce pollution regulations on coal-fired power plants. President Trump told supporters the next day, “We’re putting our great coal miners back to work.” This [...]

August 27th, 2018|

How High Income Earners Fund Roth IRAs

August 16, 2018 How High Income Earners Fund Roth IRAs By Clete Albitz, CFP®  A Roth IRA could be considered the most tax-advantaged long-term savings account.  Your after-tax contributions grow tax-free and can be withdrawn from tax-free anytime after age 59 ½.  Furthermore, required minimum distributions are not required at age 70 ½ like a traditional IRA.  [...]

August 16th, 2018|

Rent Control on the Block

August 16, 2018 Rent Control on the Block By Paul Miloe, CRPS®  In November, California voters will decide the fate of rent control via a highly controversial proposal – Proposition 10.  Prop 10 is to be known as “The Affordable Housing Act” and carries a ballot title of: “Expands Local Governments’ Authority to Enact Rent Control [...]

August 16th, 2018|

Understanding Risk in Bonds

June 25, 2018 Understanding Risk in Bonds By Clete Albitz, CFP®  Back in 1938, the concept of bond duration was first introduced by Canadian economist, Frederick Macaulay.  Macaulay duration is defined as the weighted average of the time until the fixed cash flows from an asset are received.  It is frequently reformulated as modified duration to [...]

June 26th, 2018|
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