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Summary No one knows the specifics of new economic policies nor when they will begin to affect the economy, but our view from Main Street, Walnut Creek is the positive aspects will outweigh the negatives. Contrary to conventional wisdom, stocks responded very well to...read more
A while ago, our Walnut Creek investment office received an email from a client who wanted to know their account balance and requested a large money wire transfer to a third party. At first glance, this appeared like a normal request, did it not? Well, having had a...read more
Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years. First, let’s clear up the confusion surrounding active investing. As fee-only investment advisors we believe “active” is best...read more
Our Investment Advisory clients experienced nine months of solid performance despite numerous stiff headwinds in 2016. The headwinds started in the opening weeks of the year with a vicious stock market selloff, Brexit related volatility in June, still sputtering...read more
With interest rates at generational low levels, investment advisors face two distinct dilemmas. How to: 1) safely generate additional investment income, and 2) do this while retaining the flexibility to adapt to rising interest rates in the future? A tool we think...read more
The purpose of this article is to make the case for a primary trend rise in yields. If this assumption turns out to be correct, it is within the realm of possibilities that this same rally may also be a turn in the tide for the initial advance in a new, very long-term...read more