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Market Commentary
The Great Unwind
Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPho...
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Grow Wealth
Corporate Tax Reform and the Pursuit of Value
One of the most widely accepted principles of investing is that the intrinsic, or fundamental, value of an investment equals the present value of all ...
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Grow Wealth
Believe So That You May Understand
Stock market investors have experienced quite a volatile ride over the last two decades. As measured by the S&P 500 Index, the stock market tripled fr...
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Market Commentary
Market Outlook
As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
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Market Commentary
Market Outlook
The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in Marc...
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Manage Wealth
Real Estate Refresher: Helpful Tax Provisions in California and Beyond
Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Market Commentary
Market Outlook
During the 1988 World Series, legendary Los Angeles Dodgers’ announcer, Vin Scully, spoke these now famous words: “In a year that has been so improbab...
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Market Commentary
Negative Interest Rates: The Imaginary Has Become Reality
In finance and economics, negative interest rates were thought to be imaginary and impossible. In the last few years, the impossible has become realit...
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Market Commentary
Market Outlook: A Roundtrip Journey
The last market outlook I wrote for this publication was in July 2015. At that time, the S&P 500 Index, which serves as a broad stock market proxy, wa...
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Market Commentary
2016 Market Outlook
U.S. equity market returns for 2015 were challenging, with the price of the S&P 500 Index down 0.73% over the year. With a peak to trough difference o...
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