A Word With Elliot
Waiting for Equities to Pop
The long road back to profitability... Tuesday, September 13th, was one of the worst days in history in the stock market. The DOW dropped by more than 1300 points, following about eight straight days of gains, which made it appear that we were beginning the long road...
Optimistic in a Sea of Investment Frustration
The dog days of August have come to an end and I can’t be happier for our investors. July showed us the bright spots of the current markets with a nice rally. Except for the Energy and Commodities Sectors, which we have in our portfolios, most other Equity Investments...
Are You Prepared For Your Children or Grandchildren’s College Education?
August means back to school, and school is beginning earlier and earlier. When I went to high school, the last day of summer was Labor Day and school began the following day. Now, in most of California, high school will begin the 2nd week of August. Are you the one...
Putting Guardrails on Your Money
This is a painful time to be invested. We all understand it. Some sectors of the market are down 50% (especially Tech) and many are down this year in excess of 30%. We are most definitely in an Investor Recession right now, along with hyperinflation, which we feel at...
How Money is Made During a Recession: Embrace Your Fears
The State of the Economy I think we can all agree that we are in some type of slowdown, whether it’s called a recession or not. The Growth Sector has many companies down by as much as 70% from their highs of 2021. The Value Sector, outside of energy, is down by up to...
Profiting During a “Bear” Market
I am always eternally bullish about long-term investing. With proper asset allocation that is both strategic and tactical, our clients mostly are profitable over time and in the “black” with positive, sometimes amazing returns. We are living through some interesting...
July 4th and Your Financial Independence
Let me begin by wishing you a Happy July 4th, the day of the official signing of the Declaration of Independence, when we went from a colony to a country. Millions of Americans have died since 1776 to allow all of us to keep our freedoms and liberties, the greatest...
Happy Father’s Day From a Survivor
Father’s Day should be a positive day for dads throughout the year. Better than birthdays. Better than Christmas. Even better than your family vacation. All the attention of your family goes into this day. And for your children, all their attention shifts from...
Are we at the bottom of this market ugliness?
We are beginning our Monday morning with lots of "red" on the board following last Friday's big sell-off. As your Fiduciary Registered Investment Advisors (RIA), we feel your pain and the pain of all our clients. The markets are looking for a bottom and are just...
We feel your pain, but don’t forget your opportunity
There is no doubt that everyone who is currently invested in the equity markets is seeing their balances drop and some by as much as 25%. We fully understand how painful this feels. As I write this, Tesla has dropped by 40% in the last five weeks and PayPal has...
Memorial Day 2022: Thank you to all those who gave the ultimate sacrifice
Let me begin by saying “Thank You” to all our veterans, policemen, and firefighters. You help keep us strong and safe. Without the ongoing bravery of our veterans, this unbelievable experiment in our republic would never have survived, and it is always being tested....
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