financial planner walnut creek

Our Weekly
Market Updates

Weekly TGIF

Next Stop, November

The Market was in rally mode to start, but quickly switched to corrective mode to finish out October. Friday closed out its worst week in months. It was the worst month since March. The S&P…
October 30, 2020
Weekly TGIF

AI and the Farm

Artificial Intelligence is so often referred to as the future. It's already become the present. We experience it in our daily lives, perhaps without even knowing it. Artificial Intelligence, otherwise known as AI, is machine…
October 23, 2020
Weekly TGIF

Black Friday in October

The American Consumer continues to buy, despite the viral outbreak which has pressured the Economy for months. That is so important, as consumer spending accounts for 70% of economic activity. Consumer spending relies a whole…
October 16, 2020
Weekly TGIF

The Market Speaks for Itself

I’m always reluctant to cover Politics and the Market. It is such an emotional subject. With today’s divided America, it’s become a 3rd rail topic. I find myself covering politics more than ever in 2020.…
October 9, 2020
Weekly TGIF

Storm’s a-Brewin’

The Market is a living, breathing organism. It's a powerful force. The Market is as close to all-knowing as there is in the world. It factors in information immediately and prices things in. It's the…
September 25, 2020
Weekly TGIF

Active on the Wall

What a week for investors. The election campaign keeps heating up with the most divisive rhetoric in decades. There was a Fed meeting followed by a slug of hot IPOs. The month of September started…
September 18, 2020
Weekly TGIF

Never Forget

Today is the 19th anniversary of the day we can never forget. September 11, 2001 was a defining moment for the new millennium. It was a defining moment in American history. That Tuesday morning in…
September 11, 2020
Weekly TGIF

The Shot Across the Bow

Well, this was different. The runaway Tech rally with reckless abandon ran out of gas. It was only a matter of time. You never know when, nor do you know why; it just does when…
September 4, 2020
Weekly TGIF

Market & Politics

The trend decisively remains up for this Market. It's been remarkable and quite surprising. Friday's price action reflects what's been going on for months. It opened lower, but quickly reversed higher to close out yet…
August 21, 2020
Weekly TGIF

Go Big, or Go Home

"This is the weirdest recession we have ever seen." I heard these words this morning in an interview. I have to admit, I agree. There is a complete and total disconnect between the US Stock…
August 14, 2020
Weekly TGIF

The Price of What Lies Ahead

It was another eventful week. I could probably rubber stamp that line. There really haven’t been any uneventful in 2020. The Market continues to digest so many ongoing issues and developments with remarkable buoyancy. Stocks…
August 7, 2020
Weekly TGIF

An Apple a Day

Well, you can see how the Tech Titans wanted to testify on Capitol Hill before they reported those spectacular Q2 numbers. They absolutely blew away earnings expectations. One can only imagine what they were thinking…
July 31, 2020
Weekly TGIF

Momentum Shifting

The tone has changed for the Stock Market. A sell-the-news wave has returned. Tech is feeling it the most. It started with Microsoft on Wednesday. Intel got smoked Friday, despite a very solid double-beat on…
July 24, 2020

We are financial first responders. During this time of crisis, we will continue to operate to serve our clients' financial needs.

 

Contact us today to see how we can assist you.

COVID-19 Update