Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Timely Q & A
A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes out and “boom”
5 Questions and 5 Answers
Happy New Year, everybody! The year has started off on a very strange note. First, New Year’s Day was on a Wednesday. It felt odd. Then, the horrific fires devastated Pacific Palisades, Altadena, and other nearby areas. Almost beyond belief. Then, a day of mourning for President Carter shut down markets, followed by the Prime
CA Wildfire Resources, Planning, Taxes, and Dirty Laundry?
The devastating wildfires in Los Angeles have served as a reminder of having a plan in place should you find yourself in a similar situation. In the wake of the most recent fires, and with the toll on property, and, sadly, human life, we are reminded of the importance of planning ahead. In the days
Investing Guide for Teenagers
Recently several clients have been asking how to help their teenagers understand the advantage of starting to invest early, even though it might sound like something only adults do; the truth is, the earlier you start, the more time your money has to grow. A teenager has a unique advantage: time. Even small investments can
The Benefits of a Health Savings Account (HSA)
A Health Savings Account (HSA) offers significant tax advantages, making it an excellent tool for managing healthcare expenses while also serving as a long-term financial asset. Contributions to an HSA are tax-deductible, the balance grows tax-free, and withdrawals for qualified medical expenses are also tax-free. In 2024, the maximum contribution limit is $4,150 for individuals
How Geopolitical Events Can Impact Financial Markets
In today’s interconnected world, geopolitical events can have profound effects on financial markets. From wars and political instability to trade disputes and international sanctions, the ripple effects of these events can influence market behavior, investor sentiment, and economic performance. Understanding how geopolitical events impact financial markets is critical for investors, policymakers, and businesses alike. Market
Buying a Home? The Process Just Changed!
This month, the home buying process was changed following a settlement reached by the National Association of Realtors (NAR) that had alleged the NAR and some major brokerages had been inflating commissions charged by Realtors. This was based on the long-standing requirement of a home seller having to state what the buyer’s agent would be
Should I Worry?
Do I Worry? A Timeless Question in the Face of Market Volatility Back in the 1940s, Stanley Cowan and Bobby Worth wrote a song called “Do I Worry?” The Ink Spots made it a hit with their smooth vocals. Frank Sinatra even covered it. My favorite rendition is by Ernie Andrews. I’m not sure it
Don’t Get Scammed: An Action Plan to Protect Your Money
In today’s digital age, financial scams are more sophisticated than ever. Fraudsters are constantly devising new tactics to exploit unsuspecting individuals, making it crucial to remain vigilant and proactive in protecting your hard-earned money. Protecting Your Information The key to defending against financial scams is safeguarding your personal and financial information. Being aware of common
