Four times a year, shortly after the end of every quarter, we enter into the Wall Street earning season. Companies give us a glimpse into their business for the last three months, and an update on on their projections for the future. “Earnings” is a fancy word for profits. “Earnings Season” is just “Profit
Dear valued clients, We hope you are doing well. Week four of the Covid-19 shutdown is in the books and we expect it to continue for the foreseeable future. However, there is a silver lining to this whole situation and it's not just about buying stocks at a discount! Many people are using this
Worries are piling up on investors' minds: a pandemic, elections, the Fed, trade war and the coronavirus stock market crash. But while others panic, Alan Ahmatovic, CFA, financial analyst of Apriem Advisors sees opportunity. Here's an excerpt of the interview: “There will likely be a lot more volatility than investors
It’s never fun giving clients an update on the market and their investment portfolios following a rough quarter. It’s definitely rougher to give this update after the quarter we just had. As many of you probably already know, we set a lot of records last quarter. Fastest market correction in history. Worst quarter since
How’s everybody feeling? We’re now in week two of the quarantine and social distancing. However, it feels like it's been six months. Despite all the negativity surfacing through the headlines, there have been some positive developments as of late. First and foremost, most grocery stores are re-stocked with toilet paper and you can buy
Stocks are falling faster than they did during the financial crisis, the crash of 1987 or the Great Depression. Investors are retreating from corporate bonds at the swiftest pace ever. Our Chief Investment Officer commented on the swings in stocks: “'It is jarring,' he said. 'It’s not like it’s down
As many of you read this, I’m sure you are coming to the reality that Orange County and the rest of America is quickly coming to a halt. America seems to be following the same pattern that has crippled the Chinese, Italians, French, and so many others. The idea of being on a lockdown
Most of you have been experiencing the whipsaw nature of the stock markets recently. First the coronavirus, and now oil. This one-two punch has really taken its toll on the markets, especially equity markets. Major indices like the Dow Jones Industrial Average (DJIA) and S&P 500 (SPX) are down around 25% from their highs,
Having just entered 2020, we eagerly wanted to share with you our strategy for the coming year. Throughout the course of two days and four sessions, we had around 80 clients attend our 20/20 Vision Economic Update. We hosted clients in smaller groups
About a year ago, it would have been hard to believe how 2019 turned out. Worried about a slowing global economy, markets plunged during the fourth quarter of 2018. After bottoming on Christmas Eve of ‘18, stocks rebounded dramatically in 2019. Led by the dominant technology sector,
