January 2025 – Economic and Market Update
Markets ended 2024 up on the year across all major asset classes; 2025 looks setup for solid economic growth that may not live up to growth expectations.
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Dry January? - Drinking in Moderation
What in the BOI is going on?
The Ever-Changing Landscape of the Corporate Transparency Act
In the realm of regulatory compliance, change is often the only constant. This has proven true once again as the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA) face yet another suspension.
Here’s what you need to
Lifting Up Los Angeles
Lifting Up Los Angeles: How You Can Support Wildfire Recovery
As residents of San Diego, our hearts go out to our neighbors in Los Angeles affected by the recent devastating wildfires. We are reminded that true wealth extends beyond financial assets to include acts of generosity, as these acts not
October 2024 – Economic and Market Update
EXECUTIVE SUMMARY
* Stock indices are high and returns across all major asset classes are positive this year.
* Market volatility spikes when the incumbent party loses the White House, but who is the incumbent?
* Forward returns are not looking overly optimistic; check your risk and take your gains if your goals
Fast Food Chart for Fun
SpaceX Chopsticks
If You Haven't Seen It Yet, You’re Going to Want To: Rocket Caught by "Chopsticks"
On October 13, 2024, SpaceX made aerospace history by capturing its Super Heavy booster mid-air with the launch tower’s "chopsticks" arms. This breakthrough reusability maneuver demonstrates a