While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...

Ben Peters Lead Advisor & CCO, Principal February 5, 2016

Economics

Beware of Forecasting Season

January means it’s time for the media to pronounce its always-bold,...

Ben Peters Lead Advisor & CCO, Principal October 22, 2015

Correlations

How to Approach Down Periods in the Markets

In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...

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Ben Peters Lead Advisor & CCO, Principal April 13, 2022

Bonds

Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...

Chris Hughes Lead Advisor, Principal November 30, 2023

Taxes

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

Kelly Metzler Lead Advisor, Principal May 9, 2024

Taxes

California Gift Tax: Everything You Need To Know

Unravel the complexities of the California Gift Tax with our comprehensive guide. Discover who needs to pay, how much, and what exceptions could apply....

Ben Peters Lead Advisor & CCO, Principal July 11, 2024

Quarterly Commentary

Q2 2024 Commentary

Every bull market, a stock breaks into the Zeitgeist. A few years ago, it was Tesla. This bull market, it is Nvidia.

Key takeaways