Wow! Look at what we have gone through for the first half of 2020. Economically and socially, we’ve seen one of the biggest roller coaster rides in modern history. These certainly aren’t easy times. I’ve had lots of phone conversations and Zoom videoconferences with my clients. Frankly, I’m impressed with their resilience throughout these volatile […]
The passage of the CARES legislation is a positive for Americans. It’s a massive, coordinated, financial backstop from the federal government that should help provide relief and relatively solid economic footing.
Under the new state of California order, financial institutions are considered “essential businesses” and not required to shut down their operations or close to the public. Thus, … We will continue to hold down the fort in our office. Even if the state or federal government were to issue new orders, you should always be […]
Like many of you, Bianca and I are attempting to find a balance between taking prudent safety precautions and still living our lives. Thanks for your concern We are healthy, our family is healthy. Those visiting our office will notice an increase in strategically placed hand sanitizers, but otherwise it’s still business as usual. I’ve […]
Fears surrounding the spread of a novel coronavirus and its resulting disease, COVID-19, have caused significant market volatility. The S&P 500 Index* is down by double-digit amounts since last fall. And, uncertainty about COVID-19 containment continues. Let’s consider some facts. At the time of this writing, global infections exceeded 118,000, leading to 4,262 deaths, according […]
Much has been made of the slowing global economy. I’ll comment on this, since I know several of you are concerned about the possibility of a recession. At the outset, just know that what we see happening thus far is part of a normal economic cycle. “Google it” There has been so much concern over […]
September 19th was a big day for me. It was the three-year anniversary of my buying Larry Bakerjian’s wealth management business. Not coincidentally, the 19th also marked the 21st anniversary of having fulfilled my Marine Corps duties and being honorably discharged. I mentioned having both anniversaries on the same day was not a coincidence. When […]
CHOOSING SENIOR CARE You may not be in a position to care for yourself at home one day, and making the transition to some form of daily care won’t come easy. That’s why it’s good to have this discussion now. Thoughtful selection of a care facility Dean, my friend’s father whose story I’ve been sharing […]
ESTATE PLANNING Most people would like to control how their money gets used as they get old and where they would like it to go after they pass away. Those wishes form an individual’s legacy intentions. It’s good to put them down in writing. This is Estate Planning. It’s Step 2 in planning for your […]
INVESTMENT PLANNING One day, you or someone you love may need daily living assistance or monitored medical care. Are you ready for that day? What can you do now to prepare for it? “I never would have imagined it,” says Dean, who is 84 and the father of a friend of mine. “I had a […]