Silicon Valley Bank’s collapse explained
With the recent events at Silicon Valley Bank, we’re reaching out to...
Silicon Valley Bank’s collapse explained
Federal Reserve
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.
Are Inflation & Interest Rates Peaking?
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose...
Is the U.S. Headed for Recession?
Is the U.S. Headed for Recession?
The first two quarters of 2022 marked the worst start for the stock...
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
Inflation, Interest Rates, the Ukraine War & Your Portfolio
Inflation, Interest Rates, the Ukraine War & Your Portfolio
How concerned should we be about inflation? Why are interest rates going up? What could the war in Ukraine mean for markets? How does all this affect my portfolio? Read more in this quarter's update.
Inflation and the Federal Reserve
Inflation and the Federal Reserve
Inflation hit 7% in 2021, the highest one year increase we've seen since 1982 and the Federal Reserve is taking action. Why and how does this work? We take a look at this question in this week's article.
Market Volatility, Inflation, Rate Hikes & Your Portfolio
Market Volatility, Inflation, Rate Hikes & Your Portfolio
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter's review.
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio – Webinar Replay
Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio – Webinar Replay
A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement "life portfolio."
Market Values, Inflation, and Q1 in Review
Market Values, Inflation, and Q1 in Review
The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.
Should You Worry About Inflation?
Should You Worry About Inflation?
Will the 2020 pandemic stimulus cause significant inflation? Let’s look at what inflation is and what causes it, how money supply increases like federal stimulus affect it, and where we are now.
What’s Next for the Market, Economy & My Portfolio? 7-15-20 webinar replay
What’s Next for the Market, Economy & My Portfolio? 7-15-20 webinar replay
Thanks to all who attended our webinar on 7/15! We were glad to host Paul Single, a Senior Portfolio Manager at City National Rochdale, to discuss the coronavirus impacts on the market and economy and Q&A from many of you. For anyone who wasn't able to participate, we've made this replay available. We hope you find it helpful!
Why This Isn’t the Next Great Depression
Why This Isn’t the Next Great Depression
We don’t see this as the next Great Depression. Why? Well, historically, major economic downturns have different causes, but one common thread separates the Great Depression from each subsequent recession and recovery.