by admin | Apr 2, 2018
As you are probably aware, the new tax law is a mixed bag for contractors in California. While there are certain provisions that are helpful to small businesses, the loss of the “SALT” deductions (state and local taxes) has most likely increased the total tax burden...
by admin | Jan 30, 2018
2017 will go down in the record books as a “bull market” year. The bulls took charge the day after election day, keeping the bears on the defensive throughout 2017. After a prolonged period of sluggish growth, 2017 was marked by synchronized global expansion across...
by admin | Nov 6, 2017
I had the privilege of attending an intimate meeting with Treasury Secretary Steven Mnuchin and Special Advisor to the President Ivanka Trump this morning. The small group met in Newport Beach and both Mnuchin and Trump outlined the proposed tax law changes. Ivanka...
by admin | Nov 1, 2017
Climbing a Wall of Worries to New Highs Synchronized global growth, which began earlier this year, carried into the third quarter. Despite the devastating effects of hurricanes Harvey and Irma, the U.S. economy remained near full employment and earnings growth was...
by admin | Jul 31, 2017
Synchronized global expansion was evident during the second quarter with markets across the globe experiencing positive economic growth. The rising tide lifted nearly all boats in the First half of 2017. According to Morningstar, most popular fund types rose in Q2,...
by admin | May 1, 2017
Political Uncertaintyas Viewed Through anInvestment Lens The first quarter saw steady gains throughout January and February and then a bit of a slowdown in March. The overriding theme that has engulfed markets since November, particularly stocks, has been Donald Trump...
