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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Market Commentary

Market Outlook August 2015

Throughout the history of financial markets there has tended to be a high level of comfort amongst investors when prices are rising steadily. Everyone...
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