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...
by admin | Apr 3, 2017
Maybe its happened to you. Or maybe one of your friends or colleagues has fallen victim. A pink slip is handed out to a worker age late 50’s to early 60’s, and there is no job waiting in the wings. Now, the wage earner has several fewer years of earning to...
by admin | Feb 6, 2017
January 2017 Good vs. Average 2016 was a very good year for diversifed portfolios as returns were boosted by exposure to diversifer asset classes, meant to provide additional risk adjusted return over time. This is a welcome turnaround from 2015, when most diversifer...
