A Brexit, The Fed, and Oil Prices

Stock trading chart

Here is our weekly market commentary. Last week, the Bank of England (BOE), Britain’s central bank, inadvertently sent a memo describing how staffers should handle press inquiries about its confidential research into the possibility of a British exit (Brexit) from the European Union, to the media. Oops. The possibility of a Brexit is top-of-mind after […]

Helping Our Aging Parents

"Greatest Generation" senior mother and "Baby Boomer" mature daughter. Daughter looking lovingly at mother, and mother looking at camera. Focus on mother.

Our parents cared for us, and we grew up. Now many of them need our help like we needed theirs. Watch this video to learn ways you can help them.

“my$View” Can Help You With Your Money

my$View image for articles

      “my$View” is your own personal online financial website that we provide as a complimentary service for you. It enables you to aggregate all of your accounts – bank accounts, investments, credit cards, real estate, insurance policies – so you can view your entire financial life in one secure place. “my$View” enables you to… […]

Changing Wages

People in the workplace

The federal minimum wage remains at $7.25. However, last week, the Los Angeles city council voted to raise the city’s minimum wage from $9 to $15 an hour. The increase will be implemented gradually between 2015 and 2020. It is hoped higher wages for minimum wage workers will help address cost-of-living issues that affect LA’s […]

Analyzing the U.S. Treasury Market

Newspaper Markets Report

Our weekly market commentary suggests that the U.S. Treasury market is a bit like a lake in the midst of a drought. All the action – fish, frogs, crawdads, and such – that was once hidden in the depths has become a lot more visible as the water shallows. For decades, traders and investors have […]

Debt, Debt, Debt, Debt

Piggy bank drowning in debt

The world’s debt is 286 percent of its GDP, according to The Economist. (GDP stands for gross domestic product, which is the value of all goods and services produced in a country or region.) So, the world owes almost three times the value of what it produces. For the most part, governments have incurred the […]

How to Reduce Debt

Debt ball and chains

Watch this 3-minute video to learn the telltale signs of having too much debt in your personal finances and to learn tips for reducing debt.

Government Bonds Have Gone Wild!

Stock screen

Our weekly market commentary notes that you might expect high-yield bonds to act unpredictably from time to time. That’s why they’re high-yield bonds. They don’t receive investment-grade ratings – BBB through AAA – from leading credit rating agencies because they’re not considered to be as creditworthy as investment grade bonds and carry a high degree […]

Indirect IRA Rollovers

IRA Roth 401(k) nest eggs

Beware regarding indirect IRA rollovers: the rules have changed. There are a lot of reasons an investor might want to rollover an IRA. If it’s something you’ve been thinking about, talk with us. There are numerous tax implications that should be considered prior to taking any action. In general, there are two ways to rollover an […]

We Provide Retirement Planning That Is Tailored For You

Retirement Key

You’ve built your nest egg over many years.  This video explains how we can help you enjoy the rewards of your life’s efforts through our integration of financial planning, tax planning, and investment management. We offer our complimentary tool of my$View so you can view your entire financial life in one secure place.