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Market Breadth Broadens in 2026: Mid-Year Outlook
This commentary was prepared for clients on July 2, 2026. The second quarter ended very differently than it began. When we last wrote in April, markets were wrestling...
What Would It Take to Trigger a Secular Reversal in Bond Yields?
In the fall of 1981, the twenty-year US bond yield peaked slightly above 15% and has been zig zagging down through each successive business cycle since. During the last one...
Good News Investors: Low Risk of Recession Today
New Highs for the Pring Turner Leading Indicator Suggests Low Risk of Recession Today Most severe stock market declines (-20% or more) have occurred during economic recessions....
Another Cyber Security Breach: 3 Steps to Help Protect Yourself
In our ongoing efforts to protect and grow your wealth, we include protecting you from a growing risk—cyber-fraud. Another major cyber security breach made the headlines...
New All-Time Highs Once Again
We are pleased to report new all-time high portfolio levels for typical accounts (adjusted for withdrawals), especially given the many challenges facing the markets. The stock...
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...