Market Watch – Client Letter

April 20, 2017 – Santa Ana, CA Dear Valued Investor: The world’s oldest annual marathon was run on April 17 as amateur athletes from around the world descended on Boston, Massachusetts for the 121st running of the Boston Marathon. While elite athletes grab the headlines, over 25,000 entrants finished the marathon. Training for and running […]

Growth Investing — A Core Part of Your Long-Term Strategy

 Long-term investment goals are as unique as the people who set them. Some investors set their sights on building a dream home; others may be looking to launch a new business. Still others seek the more traditional long-term goals of a comfortable retirement or funding a child’s education.  No matter how they differ, all long-term […]

401(k) Decisions — You Can Take It With You

Santa Ana, CA – April 18, 2017 If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer’s retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more. Uncle Sam Loves Cash Distributions Taking […]

Do I Need Travel Insurance?

Santa Ana, CA – April 11, 2017 Whether you need travel insurance is likely to depend on your level of coverage from existing homeowner’s, medical, automobile, and life insurance policies. In many instances, travel insurance may duplicate coverage that you already have.   Travel insurance is likely to include coverage for trip cancellation, lost or stolen […]

How Might Rising Interest Rates Affect Your Stock Investments?

Santa Ana, CA – April 4, 2017 The Federal Reserve’s actions can have a marked influence on the economy and financial markets. For instance, some market analysts believe that the Fed’s massive, multi-year bond-buying program coupled with a record-setting period of near-zero interest rates fueled the six-year bull market for stocks. Now investors are awaiting […]

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