Due to the global economic shutdown, it is increasingly likely that the United States is entering only its second depression in 150 years. The depth of this...

Paycheck Protection Program Application Form

After two weeks of partisan efforts, the Democrat-controlled Congress and Republican-controlled Senate agreed on a $2 Trillion relief package for American wo...

Why did the stock market go down so quickly in February? Simply put, a Black Swan event occurred – the Coronavirus. Black swans are unexpected or very low p...

For those saving for retirement, it is a lot easier to invest with optimism (or caution) if we can make our decisions on reason-based logic versus a hunch or...

Originally published in CV Weekly Those of us who live in California choose the state as our home because of the wonderful lifestyle that the region affords ...

It may seem hard to believe but Democrats and Republicans passed bi-partisan reforms related to retirement accounts. Called the Setting Every Community Up fo...

Last week, the Federal Reserve reduced the Federal Funds rate for the first time in over ten years, a sharp reversal from their stance of only five months ag...

Last month was the best June for the stock market in 80 years which came as a rare economic event occurred - the inversion of the Yield Curve. This is big new...

If you have a loved one with money invested through a bank or investment management firm, please share this article with them. Knowledge is king and can be ...

Have you heard the fable about boiling a frog? Back during the 19th century, a fable circulated the world on how to boil a frog alive. In the 1860s, German ...

Even the best market prognosticators do not for certain what will happen tomorrow. When markets are as volatile as they have been of late, the knee-jerk reac...

Want to know what may be in store for the U.S. economy and, ultimately, your wallet? Watch the ever-changing relationship between various interest rates. S...

Wild swings in the stock markets this year have been largely due to ‘algo’ trading. Never heard of this method of trading? Algo is short for algorithm. Alg...

“Bull markets are born of pessimism, grow on skepticism, mature on optimism and die of euphoria,” says John Templeton, founder of the Templeton Funds. The 3r...

How much money will you need in retirement? Opinions vary on this but a general rule of thumb is that you need no less than twelve times yo

Given the volatility that has come upon the stock and bond markets in recent weeks, I would like to share with you a few tips that have serv

September is usually one of the worst months of the year when it comes to stock market performance. How then did this most recent September

During the first half of 2017, the S&P 500 and NASDAQ posted their best results since 2013. Meanwhile, bond markets saw a flattening of

Click on the picture to read the Newsletter. What does a bearish flattening of the yield curve mean to your fixed income investments? #MarketReturns #investm...