11209 Brockway Road, Suite C203, Truckee, CA 96161

530-563-5250
Client Login

Blog

Wednesday, March 27, 2024

The S&P 500 had its best weekly performance this year as the Federal Reserve (Fed) signaled that rate cuts remain on the horizon for 2024. Bond yields fell on the news as bond investors interpreted this as a signal that inflation...

Wednesday, March 20, 2024

Facing greater exposure to debt—which costs more as rates increase—small-cap stocks struggled last week. Rates rose as bond investors demanded more yield to offset hotter-than-expected inflation. Quick Hits Report releases: Consumer...

Monday, March 11, 2024

Weak iPhone and Tesla sales in China moved the Nasdaq Composite lower. Rates for Treasuries with maturities greater than five years fell as the Federal Reserve (Fed) indicated it was close to cutting interest rates. Quick Hits 1....

Thursday, December 7, 2023

Read about what happened in financial markets in the month of November.

Tuesday, December 5, 2023

Read about what happened in financial markets this past week.

Show All

Wednesday, November 29, 2023

Read about what happened in financial markets this past week.

Tuesday, November 21, 2023

Read about what happened in financial markets this past week.

Tuesday, November 14, 2023

Read about what happened in financial markets this past week.

Monday, November 6, 2023

Read about what happened in financial markets this past week.

Monday, November 6, 2023

Read about what happened in financial markets this past week.

Wednesday, November 1, 2023

Read about what happened in financial markets in the month of May.

Monday, October 30, 2023

Similar to a company’s financial statements, a personal financial statement can help you assess your financial health and assist you in budget planning.

Wednesday, October 25, 2023

Read about what happened in financial markets this past week.

Tuesday, October 17, 2023

Read about what happened in financial markets this past week.

Wednesday, October 11, 2023

Read about what happened in financial markets this past week.

Friday, July 7, 2023

Read about what happened in financial markets in the month of May.

Monday, June 26, 2023

Read about what happened in financial markets this past week.

Monday, June 12, 2023

Read about what happened in financial markets this past week.

Wednesday, June 7, 2023

Read about what happened in financial markets this past week.

Tuesday, May 30, 2023

Read about what happened in financial markets this past week.

Tuesday, May 23, 2023

Read about what happened in financial markets this past week.

Tuesday, May 16, 2023

Read about what happened in financial markets this past week.

Tuesday, May 9, 2023

Read about what happened in financial markets this past week.

Monday, May 1, 2023

Read about what happened in financial markets this past week.

Friday, April 21, 2023

In recent weeks, there has been much ado about the dollar, continue reading for a different take.

Wednesday, April 19, 2023

Read about what happened in financial markets this past week.

Monday, April 10, 2023

Read about what happened in financial markets this past week.

Friday, April 7, 2023

Catch up on the 2023 1st quarter market and economic activity.

Monday, April 3, 2023

Read about what happened in financial markets this past week.

Thursday, March 30, 2023

Read about what happened in financial markets this past week.

Tuesday, March 21, 2023

Read about what happened in financial markets this past week.

Monday, February 27, 2023

Read about what happened in financial markets this past week.

Tuesday, February 21, 2023

Read about what happened in financial markets this past week.

Tuesday, February 14, 2023

Read about what happened in financial markets this past week.

Tuesday, February 7, 2023

Read about what happened in the financial markets during the Month of January.

Monday, February 6, 2023

Read about what happened in financial markets this past week.

Friday, February 3, 2023

A brief look at what has changed for 2022 in the tax code.

Thursday, February 2, 2023

Similar to a company’s financial statements, a personal financial statement can help you assess your financial health and assist you in budget planning.

Tuesday, January 31, 2023

Read about what happened in financial markets this past week.

Tuesday, January 24, 2023

Read about what happened in financial markets this past week.

Tuesday, January 24, 2023

It is wise to keep track of your credit score, keep reading to understand more.

Tuesday, January 24, 2023

When we think of our financial health, we often think of our FICO or credit score.

Tuesday, January 17, 2023

Read about what happened in financial markets this past week.

Friday, January 13, 2023

Read about what might happen with inherited debt.

Thursday, January 12, 2023

Read about some of the more immediate details of the Secure Act 2.0.

Wednesday, January 11, 2023

Take advantage of the fresh start in 2023.

Tuesday, January 10, 2023

Read about what happened in financial markets this past week.

Tuesday, January 10, 2023

Catch up on the 4th quarter market and economic activity.

Wednesday, January 4, 2023

Read about what happened in financial markets this past week.

Tuesday, December 27, 2022

Read about what happened in financial markets this past week.

Wednesday, December 21, 2022

Read about what happened in financial markets this past week.

Monday, December 12, 2022

Markets Rally in November November saw market gains as all three major U.S. indices rose for the second consecutive month, with the S&P 500, Dow Jones Industrial Average (DJIA), and Nasdaq Composite returning 5.59 percent, 6.04 percent...

Monday, December 12, 2022

Read about what happened in financial markets this past week.

Monday, December 5, 2022

Read about what happened in financial markets this past week.

Tuesday, November 29, 2022

Read about what happened in financial markets this past week.

Tuesday, November 22, 2022

Read about what happened in financial markets this past week.

Monday, November 14, 2022

Read about what happened in financial markets this past week.

Wednesday, November 9, 2022

Read about what happened in the financial markets during the Month of November.

Monday, November 7, 2022

Read about what happened in the markets this past week.

Monday, October 31, 2022

Read about what happened in the markets this past week.

Monday, October 24, 2022

Read about what happened this past week in the markets.

Monday, October 17, 2022

Read about what happened this past week in the markets.

Tuesday, October 11, 2022

Read about what happened this past week in the markets.

Friday, October 7, 2022

Catch up on 3rd quarter market and economic activity.

Wednesday, October 5, 2022

Read about what happened this past week in the markets.

Wednesday, September 21, 2022

Read about what happened this past week in the markets.

Tuesday, September 6, 2022

Read about what happened this past week in the markets.

Monday, August 29, 2022

Read about what happened this past week in the markets.

Monday, August 22, 2022

Read about what happened this past week in the markets.

Thursday, August 18, 2022

Read about what happened this past week in the markets.

Friday, August 12, 2022

Read about what happened this past week in the markets.

Thursday, August 11, 2022

Retirement is on the Horizon for Everyone

Friday, July 29, 2022

The Free Application for Federal Student Aid, otherwise known as the FAFSA is a standardized application form for student aid used by the federal government, state governments and most colleges and universities.

Thursday, June 16, 2022

Let’s say you’ve been working for decades and are finally starting to plan what your retirement will look like. If you plan to retire within the next ten years or so, now is the time to start planning.

Wednesday, June 8, 2022

Children. The lights of your life. Your greatest (and most expensive) treasures.

Thursday, May 26, 2022

They say the 40s are the new 30s, and the 50s are the new 40s. And “They”, whoever they are, are so right.