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Investing

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Not All Bonds Are Created Equally

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Stocks have been the focus over the past couple of months. When you hear about the “market,” they are referring to the stock market. When they discuss that the “futures are up” or the “futures are down,” they are talking about stocks. Everybody wants to talk about stocks, but there is another type of investment…

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Why is the Stock Market Going Up and Will It Drop Again?

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We’ve seen strong gains in the last few weeks from the March 23 low. The questions on many investors’ minds are why and will it last. There is a divergence between the reality of today (e.g., virus spread, lock-downs in many states, record unemployment claims, greatly reduced corporate earnings, rise in bankruptcies, etc.) and what…

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The Power of People: My Thoughts on the Coronavirus

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Every day I feel humbled when I hear how companies are responding to the coronavirus. There are feel-good stories about how distilleries have shifted to producing hand sanitizer and how companies such as Apple have donated 9 million medical masks to healthcare workers. There are other stories about how innovative companies are devising ways to…

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A Brief Look At Historical Market Drops

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The global stock market has declined in recent days as markets focus on the spread of coronavirus in China and around the world. And while the human toll of this epidemic should not be downplayed or overlooked, it is perhaps the short-term panic in financial markets that have been more contagious. In times like these,…

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Investment Summary For 2019 & What To Expect In 2020

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Stock markets are riding high as we approach the end of 2019. What’s more, the largest pullback in the S&P 500 this year was only 7%. There are three key reasons for this outsized performance, and one important takeaway for investors as we enter 2020. Perhaps the most important reason that major markets have experienced…

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How an Inverted Yield Curve Impacts Investors

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The following is a guest post by James Liu, CFA, Founder and Head of Research at Clearnomics Of the market and economic indicators that predict recessions, none is as important as the steepness of the yield curve. It’s for this reason that markets reacted with uncertainty to last week’s intra-day yield curve inversion – the…

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Want To Increase Your Returns & Truly Grow Your Wealth?

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Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…

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Video: How Do Actively Managed Mutual Funds Stack Up?

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Low Volatility Market: Ways to Reduce Risks That Persist

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If you’ve been thinking that not much is happening in the market lately, you’re right. Through the first seven months of the year, none of three major stock market indexes has fallen by more than 5 percent. And one gauge of market movement, the CBOE Volatility Index (VIX), which measures investors’ expectation of the ups…

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Should You Track The Market’s Performance Each Day?

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Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the equities markets. When the S&P 500, Dow, or Nasdaq take a tumble,…

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