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STEADY AND STRONG STOCK MARKET PERFORMANCE
After a volatile first half of the year, market gains accelerated in the third quarter. Encouragingly, the recent advance unfolded with a welcome steadiness and a more stable...
The Bull Market Forges Ahead
The stock market sustained its winning ways this past quarter and so did your investment portfolio. Stock prices continued to work their way higher, despite many worrying global...
Elder Financial Abuse: 5 Ways to Protect Yourself
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as "Elder Financial Abuse". More than 70 percent of the nation's wealth is controlled by...
A Good Start to 2017, But Has the Stock Market Advanced Too Far, Too Fast?
Despite the Federal Reserve raising interest rates once again and all the political cross-currents, it turned out to be a good quarter for the stock market and a slightly...
When will Rising Rates Deliver a Knockout Blow to an Overvalued Stock Market?
A major anxiety amongst stock market participants revolves around two key factors that appear to be on a collision course. The first is an overvalued stock market. The second, is...
Charles Schwab Lowers Your Transaction Fees
This month, Charles Schwab & Co., the brokerage firm where our financial advisory clients custody and safeguard their valuable financial assets, announced it was once again...
Key Questions to Ask When Selecting a Financial Advisor
Selecting the right financial advisor for you is one of the most important financial decisions you will make in your lifetime. Interviewing and hiring the right financial advisor...
Four Tips On Being A Good Client
Today, more and more people are partnering with financial advisors to simplify their lives and reach their financial goals with added peace of mind. After a thorough screening,...
40 Years of Investment Consistency Amidst Volatility
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...
4 Easy Steps To Protect Yourself From Financial Cyberfraud
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...
Active vs. Passive Investment Strategies: Which is Right for You?
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...
Election 2016: 7 Crucial Investment Questions Answered
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...
Bond Investment Ladder: Reduces Interest Rate Risk While Providing Income
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...