financial planner walnut creek

Our Weekly
Market Updates

Weekly TGIF

Recovery & Alphabet Soup

2020 has been a year like no other. We are only one-third in. For we investors, it’s felt like an eternity. At least that’s the way it’s felt at my house. It’s a new month,…
May 1, 2020
Weekly TGIF

Open. Close. Re-Open?

This was another eventful week. I write this a lot these days. The weeks are so eventful, in ways I never once imagined. And it's real. The world has been in lockdown to combat a…
April 24, 2020
Dark and Early

Monday – April 20, 2020

Market opens lower to start the new week. Crude Oil continues to get hammered as supplies continue to overwhelm the stalled demand. Uncertainty around the virus and opening up the economy continues to be the…
April 20, 2020
Weekly TGIF

Tug-of-War on a Tightrope

It feels like there is a massive tug-of-war going on. And the tug-of-war is taking place on a tightrope. It is clearly centered around the subject of Covid 19 and a return to normalcy. It's…
April 9, 2020
Dark and Early

Monday – April 6, 2020

Market opens sharply higher to begin the new week. Optimism about the curve bending seems to be the catalyst. Global markets were higher overnight. President Trump said this is going to be the hardest week…
April 6, 2020
Dark and Early

Monday – March 30, 2020

Market opens in the green to start the new week. Social distancing has been extended throughout the country until May. That's not much of a surprise. The President's goal of opening the economy by Easter…
March 30, 2020
Weekly TGIF

Bay Area Lockdown – Day 11

This was another record week. Stocks had one of the best weeks in history. The Stock Market saw the best three-day bounce since the Great Depression. Of course, it followed one of the worst. That's…
March 27, 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