The recent pullback in the stock market has been shocking. From its peak in February, the S&P500 erased more than 30% of its value before clawing back some gains this last week.
Unprecedented, yes, but this is not to say it was unwarranted.
Read MoreIf your portfolio is well composed, it’s not the 2020 recession or election fears that you need to be worried about; it’s what you don’t see coming.
Read MoreAccording to headline numbers, companies are on hiring sprees and unemployment is at an all-time low. The underlying data is telling an opposite story.
Read MoreThe continuous flow of capital into these ETFs, combined with a diminished pool of investable opportunities, is creating a crowding effect around a handful of large popular stocks, and driving up their prices.
Read MoreLast quarter seven Tri-Valley based companies raised rounds over $1M, four were acquired and three made acquisitions. We saw a slowdown in activity attributed to seasonality but early signs are suggesting an increase in Q1.
Read MoreI predict a changing financial landscape in years ahead and tell retirees that when investment returns aren’t necessarily able to ensure a comfortable existence in retirement alone, they may need other ways to supplement income.
Read MoreThis week, the Federal Reserve released its Beige Book report which covers economic activity in the final six weeks of 2019. Given the Fed’s dual mandate on employment and inflation, let’s focus on its findings from those two areas.
Read MoreFrom the mid-1970s to today, Jack Bogle and The Vanguard Group popularized the movement towards passive investing, which is essentially buying into the largest companies that have done well and have traditionally been successful. But during certain periods of history, such as the Tech Wreck in the early 2000s or the financial crisis a decade ago, this can be a very painful place to be.
Read MoreThe Q3 2019 earnings season surprised mildly to the upside.
Read MoreWhen meeting with new clients, we often learn that they do not have a basic estate plan.
Read MoreThere are currently $15 trillion of negative-yielding bonds trading in the markets today, and interest rates across Europe and Japan continue to go negative.
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