Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, It has been a historically bad year so far for stocks. However, the S&P 500 Index rose 6% last week, a welcome relief to all. With lots of “market chatter,” we wanted to discuss Six Things to know regarding bear market …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, We have hit “Sell in May” season, which has not been made any better by recent declines. That’s the time each year when Wall Street Strategists and financial media ponder what exactly investors should do during the next six …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Can the Federal Reserve slow the U.S. economy enough to bring down inflation without causing a recession? It’s a delicate balance, but there are several reasons that it could be more achievable than in the past, according to Economists at Go …
By Ryan Yamada, Senior Wealth Planner When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies.
