Resources

Alan Kondo

Impeachment and the Market

This week, President Trump achieved a somber distinction as the third President in the history of the United States to be impeached. Trump has famously

End of Year Planning

What a surprise! We’re close to the end of the year already, and Christmas trees are sprouting up in the malls and stores. Before you

Market in Review

If you’ve looked at your investment statements lately, you might see zig-zag returns in the Quarter to Date (QTD), Year to Date (YTD) and one-year

Short-Term Uncertainty, Long-Term Gains

The roller-coaster politics of this last week have left many investors uncertain about how politics affect long-term investment decisions. President Trump famously tweeted that the

Bonds Have Their Day In The Sun

As a reward for not panicking during the Great Recession in 2008 and 2009, investors have been blessed by one of the longest market rallies

How Safe Is Your Safe Deposit Box?

Wells Fargo has paid nearly $15 billion in penalties since 2000, for abuses ranging from creating fake client accounts, mortgage abuses, false claims, hidden fees,

Grinning with Fingers Crossed

It’s hard to make sense of a market that took us through a painful decline at the end of last year, followed by an abrupt

The Truth About Tariffs

It is ironic that at a time when the US economy is strong, the roller-coaster market volatility is self-inflicted by government policy. We were witness

Impeachment and the Market

This week, President Trump achieved a somber distinction as the third President in the history of the United States to be impeached. Trump has famously

End of Year Planning

What a surprise! We’re close to the end of the year already, and Christmas trees are sprouting up in the malls and stores. Before you

Market in Review

If you’ve looked at your investment statements lately, you might see zig-zag returns in the Quarter to Date (QTD), Year to Date (YTD) and one-year

Short-Term Uncertainty, Long-Term Gains

The roller-coaster politics of this last week have left many investors uncertain about how politics affect long-term investment decisions. President Trump famously tweeted that the

Bonds Have Their Day In The Sun

As a reward for not panicking during the Great Recession in 2008 and 2009, investors have been blessed by one of the longest market rallies

How Safe Is Your Safe Deposit Box?

Wells Fargo has paid nearly $15 billion in penalties since 2000, for abuses ranging from creating fake client accounts, mortgage abuses, false claims, hidden fees,

Grinning with Fingers Crossed

It’s hard to make sense of a market that took us through a painful decline at the end of last year, followed by an abrupt

The Truth About Tariffs

It is ironic that at a time when the US economy is strong, the roller-coaster market volatility is self-inflicted by government policy. We were witness