Mid-Year Commentary
We hope that you are enjoying the Summer with your family and friends. It is hot and dry out here in Southern California, and life…
November Commentary – Reasons To Be Thankful
2020 has been quite a year: COVID-19, government-imposed lockdowns, elections, dramatically lower interest rates, record highs for equities, and we still have a month to…
4th Quarter Outlook
With less than a month to go before the presidential election, we are hosting a webinar on October 15th at 1:15pm PT., to share our…
September Commentary
Fall is my favorite time of the year! You may be more aware and grateful for the change of the seasons this year. Have you…
Mid-Year Market Update: What To Expect In The 2nd Half Of 2022
First Half Recap – What Happened? The first half of the year saw U.S. stocks enter a bear market, with growth expectations resetting to account…
May Commentary
With the unofficial kick-off to Summer this week, equity markets will see trading volume slow as families hit the road and take well-deserved vacations. But,…