Resources

Tariffs, Immigration, and Inflation

President-Elect Trump has vocalized plans to enact tariffs on imported goods into the United States in 2025. In particular Trump noted 60% tariffs on Chinese

California DMV Renewals

The California Department of Motor Vehicles (DMV) license renewal letter is dreaded by young and old alike.  While the government is often the butt of

Stock Markets and Election Years

U.S. presidential elections tend to stir up anxiety and excitement about who will be the next leader of the country and the mark that leader

Don’t Fall for Financial Scams

In the first half of 2024, over 50,000 investment scams were reported, accounting for almost $2.5 billion in losses.[i] The Federal Trade Commission (FTC) noted

Taking Pulse

Taking Pulse, Forecasting the Future

With the blink of an eye, here we are in the fourth quarter, on the verge of another Presidential Election, and with more of the

Possible government shutdown

Déjà Vu Government Shutdown

Anyone else tired of hearing the same looming government shutdown headlines in the news? After a six week summer break, the House and Senate are

Financial Balance and Discipline

Financial Balance and Discipline

In the world of finance, the Magnificent Seven refers to a group of seven tech stocks that experienced astronomical growth since 2023. The seven stocks

IRS Final Regulations and Inherited IRA RMDs

It seems everyone knows that the IRS rules about Required Minimum Distributions (RMDs) have changed, yet no one is crystal clear about what the rules

2nd quarter recap

Midyear Market Recap

The first two quarters of 2024 have continued to generate positive results in our domestic equity market. While the second quarter did not display the

Fed Economic Overview

Fed’s Economic Overview

It is hard to believe but we’re already half way through 2024! Mid-year is a great time to assess where the economy is and where

Tariffs, Immigration, and Inflation

President-Elect Trump has vocalized plans to enact tariffs on imported goods into the United States in 2025. In particular Trump noted 60% tariffs on Chinese

California DMV Renewals

The California Department of Motor Vehicles (DMV) license renewal letter is dreaded by young and old alike.  While the government is often the butt of

Stock Markets and Election Years

U.S. presidential elections tend to stir up anxiety and excitement about who will be the next leader of the country and the mark that leader

Don’t Fall for Financial Scams

In the first half of 2024, over 50,000 investment scams were reported, accounting for almost $2.5 billion in losses.[i] The Federal Trade Commission (FTC) noted

Taking Pulse

Taking Pulse, Forecasting the Future

With the blink of an eye, here we are in the fourth quarter, on the verge of another Presidential Election, and with more of the

Possible government shutdown

Déjà Vu Government Shutdown

Anyone else tired of hearing the same looming government shutdown headlines in the news? After a six week summer break, the House and Senate are

Financial Balance and Discipline

Financial Balance and Discipline

In the world of finance, the Magnificent Seven refers to a group of seven tech stocks that experienced astronomical growth since 2023. The seven stocks

IRS Final Regulations and Inherited IRA RMDs

It seems everyone knows that the IRS rules about Required Minimum Distributions (RMDs) have changed, yet no one is crystal clear about what the rules

2nd quarter recap

Midyear Market Recap

The first two quarters of 2024 have continued to generate positive results in our domestic equity market. While the second quarter did not display the

Fed Economic Overview

Fed’s Economic Overview

It is hard to believe but we’re already half way through 2024! Mid-year is a great time to assess where the economy is and where