16 10, 2020

2020 Election

By |2020-10-26T15:50:40-07:00October 16th, 2020|Advice, Markets, Politics, Tax|

Some clients have expressed concerns about the possible outcome of the upcoming election and I thought I would share some general comments that may be useful. It’s important to realize that the market continuously places odds on who will win and what that economic effect may be. You can only outperform if either, 1) your [...]

3 04, 2020

CARES Act

By |2020-08-27T21:35:22-07:00April 3rd, 2020|Law Update, News, Tax|

There have been a lot of developments with the information changing daily regarding the CARES Act that was passed last week...

13 03, 2020

Market Volatility March 2020

By |2020-08-27T21:35:44-07:00March 13th, 2020|Markets, Webcast|

Investing is meant to be long term and after enjoying 11 years of a bull market, the longest in US history, this week it has come to an end. As we officially enter this bear market...

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