Market Update
Market Update: What Recent Trends Mean for Your Long-Term Plan
As we turn the page on the third quarter, markets once again reminded us that steady progress often comes wrapped in uncertainty. After a volatile summer, both stocks and bonds regained their footing as the Federal Reserve executed its first rate cut of 2025 — an encouraging sign that policy and fundamentals are beginning to…
Read MoreWhat Should Investors Know About the 2025 Midyear Market & Economic Update?
2025 has been full of economic headlines: a sweeping new tax law, changing market sentiment, growing global tariff uncertainty, and AI-driven disruption reshaping how we invest. But how much of the noise should you listen to? In our 2025 Midyear Market & Economic Update, John Vance breaks it all down so you can cut through…
Read MoreQ3 2025 Market Update: Volatility, Recovery & AI Investment Trends Explained
Dear Clients and Friends, We trust your summer is in full swing. Vacations have commenced, kids are in summer camp and young adult kids are back from college for the summer. Now is the time to make memories with your friends, family, kids or whoever matters most to you. If you looked at the market…
Read MoreTariffs, Trends, and Timing: Understanding the Current Market Landscape
The volatility in the markets over the past few days has brought back bad memories from 2020 and the massive swings in the markets. The White House’s latest tariff announcements mark a sharp escalation in trade protectionism, with a new 10% baseline tariff on most U.S. imports and additional reciprocal tariffs pushing the weighted average…
Read MoreNavigating Market Uncertainty with Confidence
Do you ever feel like the unpredictability of today’s world is unprecedented? Many investors, especially those with progressive values or concerns about today’s political climate, may feel like we’re in uncharted territory. The headlines, the policies, the uncertainty, it can all feel overwhelming. It’s natural to think, this time feels different. But history tells a…
Read More2025 – Q1 Market Update
Dear Clients and Friends, We know 2025 did not start the way we envisioned. We all know someone personally that was affected by the LA County fires that ravaged the Palisades and Altadena communities in early January. In the coming months and years, we are going to have to work together to find ways to…
Read MoreWHAT THE RECENT FED RATECUT MEANS FOR YOU And What You Should Do About It
WHAT THE RECENT FED RATE CUT MEANS FOR YOU And What You Should Do About It This past September, the Federal Reserve announced a 0.5% reduction in short-term interest rates, delivering a bigger-than-expected cut. This move marks a shift in strategy from the previous two years. “The Federal Reserve spent the last couple of years…
Read MoreUnderstanding Recent Market Volatility
Staying Informed and Focused Amidst Market Fluctuations The equity markets have recently experienced significant drops. With these sudden changes, we want to keep you informed about what’s happening. Here are some insights to help you navigate this period of ongoing volatility, especially with a contentious election ahead. If you have any questions about the market,…
Read More2024 – Q3 Market Update
Dear Clients and Friends, Happy Summer! I cannot believe we are more than halfway through 2024. I think especially with two young kids, the saying “The days are long, but the years are short” is in full effect. Occasionally, I take a step back to slow down and realize how much has happened over the…
Read MoreUnderstanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here’s how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner. The Corporate Transparency Act (CTA) requires certain businesses…
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