301 Forest Avenue, Laguna Beach, California 92651
1-949-464-1900

Category Archives: Uncategorized

Waiting for the Recession

Recession - a period of temporary economic decline during which trade and industrial activity are reduced, generally identified by a fall in GDP in two successive quarters. When it comes to investing, recessions matter. They matter a great deal. Major stock market declines have occurred during recessions. When recessions start with stocks at high valuations,…
Read more

Living with your investments in volatile markets

Yo-yo markets that are up one day, down the next, continually promising gain or loss, are among the hardest to endure. To be able to stay committed to investing in volatile markets, it helps to step back and ask yourself why you are invested and for that matter, what exactly investing should mean. Investing is…
Read more

Not on My Watch – Keeping a Great Depression at Bay

Could interest rates in the U.S. go negative? If they do, the rationale may be the memory of the Great Depression. The Great Depression began 90 years ago in the United States as an ordinary recession in the summer of 1929. Today it is remembered primarily in old photographs and movies, and the pain has…
Read more

Fully Fund Your Retirement Accounts for 2015 and 2016

Before April 18th, fully fund your retirement accounts for 2015, and we would recommend that you begin to fund 2016 as well. The sooner your accounts are funded, the sooner your money goes to work for you. The following table shows contribution limits for 2015 and 2016. Adding to the funds you have saved for…
Read more