Category: Blog
Best Quarter for U.S. Stocks Since 2009
The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the S&P ...
Read More →
February Celebrates Flexibility – 3/4/2019
The U.S. stock market is celebrating its best start to a new year since 1987. One big factor that drives ...
Read More →
Predicting vs. Planning
Right on the heels of all the “Happy New Year” greetings in January come the inevitable predictions about the future ...
Read More →
2019 Threats and Opportunities
2019 Threats and Opportunities Join us as we review 2018 and discuss what 2019 may have in store for investors: ...
Read More →
2018 Schwab 1099 Availability
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your ...
Read More →
The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. The economy and the forward-looking stock ...
Read More →
Open House – Postponed Due to Construction
Unfortunately, Our upcoming Open House event has been postponed due to the ongoing construction in and around our building. Once ...
Read More →
Mid-Term Aftermath
Mid-Term Aftermath Join us for our quarterly Investment Committee Update webinar as our presenters discuss these timely topics: Divided Government ...
Read More →
Bonnie Bell and Jim Bell, CFP® Honored at Festival Opera Gala
Jim and Bonnie Bell were honored at the 2018 gala fundraiser for Festival Opera at Scott’s Seafood Restaurant in Walnut ...
Read More →