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April 2023 – Economic and Market Update

April 2023 – Economic and Market Update

EXECUTIVE SUMMARY * This year is better than last year so far, especially for fixed income. We are maintaining our focus on shorter duration due to a sustained inverted yield curve. * Inflation continues to ease. The costs of housing will likely take longer to correct than hoped for, with most loans

How important is a 20% down payment?

How important is a 20% down payment?

When it comes to putting a down payment on a home, the 20% rule may be less important than your personal budget. Ultimately, your ongoing monthly mortgage payments are going to have a much bigger impact on your finances than your initial down payment, so as you think about how

We Asked AI

We Asked AI

Great Question – Let Ask AI When we asked AI if they are coming for us this is how they responded: If you're asking whether AI will replace jobs or disrupt industries, it's important to note that AI has the potential to both create and replace jobs,

California Special Extension Notice

California Special Extension Notice

This email applies only to California residents and businesses, except for those residing in the following counties: Imperial, Kern, Lassen, Modoc, Plumas, Shasta and Sierra. Dear Clients: As many of you are probably now aware, most of California has been deemed a disaster zone because of the recent storms, except

stock chart on computer screen

January 2023 - Economic and Market Update

Executive Summary * 2022 was a bad year for the markets, including bonds. We have been in a cycle of lower-lows with the appearance of another downward trend appearing. * Inflation is beginning to taper; don’t let localized observations obscure your picture of the broader inflation picture. * The real estate market

2023 Predictions

2023 Predictions

Marriage Checklist

Marriage Checklist

Whether you’re already engaged or just starting to discuss it, marriage can be a financial decision as well as a romantic one. Thinking through some of the bigger questions early on can help set you up for success long beyond the wedding. After all, the goal is alignment and