As of market close on Friday, May 20, the benchmark S&P 500 index was down 18% from its highs on January 3, 2022, which is very close to “bear market” territory, meaning a 20% drop (which we actually touched briefly during the day’s volatile trading). The recent losses week after week and the drum beat […]
Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]
Read More… from Seven Critical Questions to Ask a Financial Advisor
It’s clear that we’re experiencing a period of market volatility. Hang in there, and take comfort in the knowledge that we are doing what we do best behind the scenes to protect what you’ve worked so hard to build. Below is a video explaining how rebalancing, tax-loss harvesting, and other strategies we implement in your portfolio during volatile times can create long-term rewards as markets […]
Read More… from When the Market Drops, What’s Our Plan? Hang in There.
Our own Chief Investment Officer Mark Keating, CFP® AEP® was included in yesterday’s Wall Street Journal article “How to Invest When Both the Stock Market and Bonds Are Falling”. Describing how tax loss harvesting works, the reporters wrote: Mark Keating, a financial planner in Sebastopol, Calif., says he recently sold a client’s shares of the […]
Read More… from WSJ: How to Invest when Stocks and Bonds are Falling
Do you have a passion for problem-solving? Do you consider yourself equal parts data junkie and people-person? Are others drawn to your energy and wonder at your ability to move complex projects forward? If you love dynamic, collaborative environments, thrive on using data to support a client-centric and focused team, and have a track record […]
Read More… from Career Opportunity – Operations Support Associate
Originally published in North Bay Business Journal The onset of inflation has been one of the dominant stories in the press and financial markets over the past few months. You can see it everywhere, from the increase in the price of gas at the pump to the cost of food at the grocery store. After […]
Read More… from Market Commentary: Spring 2022 – Cash, Stocks, and Bonds
Originally Published in North Bay Business Journal April is Financial Literacy Month, and as a Certified Financial Planner®, I can tell you stories upon stories of how beneficial it is for parents to start early in teaching their children about money. I can also share myriad stories about how a lack of financial knowledge has […]
Read More… from Healthy Boundaries are Crucial, Especially with Finances
Originally published in North Bay Business Journal As wealth advisors, a frequent question my colleagues and I are receiving these days is this: should I buy Bitcoin? The cryptocurrency marketing machine is currently hard at work, and if you watched even part of Super Bowl LVI, you were sure to have seen a crypto commercial. […]
Read More… from Cryptocurrency: Four Ideas to Consider Before Buying
As the world watches the horrific events unfolding in Ukraine over the past 24 hours, our thoughts are with those being tragically impacted. The feeling of having no control over the lives of those in Ukraine, and everyone involved, can be overwhelming. And though we don’t want to minimize these feelings, our job is […]
‘Tis the season for the world of investment professionals to make predictions for the coming year. Inflation, COVID, political division, and national debt will dominate headlines, and pundits will set targets for the S&P 500 index. Other favorite topics will be the direction of the price of oil, Bitcoin, gold, and top stock picks […]
Read More… from Market Commentary: Winter 2021 – Market Forecasts
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