Details about the Schwab/TD Ameritrade merger completion for private clients.
2023 Q1 Quarterly & Annual Market & Portfolio Report
FDIC Rules for Trust Accounts: Planning Considering Bank Instability
What is recession? Let’s put it into perspective.
When It Comes to Markets, Better to Plan Than Predict
Transfer on Death Deeds and the 6 Main Issues They Can Cause in California
Indexing vs DFA's Approach as Explained by St. Valentine’s Day Roses
Two Steps Forward, One Step Back for Investors
Dimensional Co-CEO on Value Investing & Discipline in Investing
People Have Memories. Markets Don’t.
How Long Does it Take to Settle a Revocable Trust After Someone Dies in California?
Market Review 2022: After a Down Year, Looking to the Past as a Guide
2022 Q4 Quarterly & Annual Market & Portfolio Report
Secure Act 2.0
Reflections on Life, Markets and Economy
Produce your own 2023 “surprises” by improving your health, happiness and financial life in the areas you can control! If we get surprises showing inflation dropping faster, or, if corporate profits and consumers weather the higher interest rate environment better than expected - the market could go up, at least some. Plus the market looks ahead, so if it becomes evident that interest rate cuts are on the horizon, that will also push stocks higher in advance of those cuts.
