Financial Market Update

Financial Market Update

We continue to monitor the economic situation and where appropriate are making adjustments to your investments. This video update (click here to watch) is designed to keep you informed on the decision making process we are utilizing to navigate your portfolio through...
Surging Toward New All-Time Highs

Surging Toward New All-Time Highs

Wow! The first three months of market returns sure made a nice year for investors!  As we pointed out in the January newsletter, “Our strong belief is that this temporary [Fall 2018] stock market setback sets up for a stronger period ahead from which you can recover...
2019 Stock Market Overview with TSAA – SF

2019 Stock Market Overview with TSAA – SF

Joe Turner was the guest speaker at the San Francisco Technical Securities Analysts Association webinar on January 10, to present his 2019 financial market outlook.  The TSAA – SF is the oldest society dedicated to helping investors become more knowledgeable and...