Market Update: First Quarter 2021 By: Angela Wright, CFP®, FEA Well folks, the year we collectively loathed has finally ended and we have a little distance from it! Although January started off rocky (and we were all wondering...
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“Ethel, I’m Coming Home…” For those of us of a certain age, these immortal words from the 1970s hit sitcom Sanford and Son always bring a smile to our faces. When life seemed too hard to bear for another...
Are International Stocks Finally Poised to Outperform? American stocks have outperformed stock markets in the rest of the world for more than a decade now, and we have fielded several questions about why we don’t allocate more assets...
Proposition 19: What You Need to Know About Property Taxes in 2021 Property taxes have been a huge issue in California ever since the passage of Proposition 13 in 1978. That’s because many people who continue to own their...
We have spoken to many clients in recent weeks that are scratching their heads trying to make sense out of the stock markets having such a great year in 2020, against a backdrop of a once-in-a-century global pandemic that...
Market Update: 2020 Year in Review The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people,...