Q3 2017 Quarterly Commentary – October 1, 2017: Prospects for Tax Legislation Reinforce Market Advances

With September’s higher close, we have experienced eleven consecutive months of rising stock markets (an all-time record), fueled by optimism over the prospects for economic expansion, corporate earnings growth and tax reform. During the most recent quarter ended September 30, 2017, the S&P 500 returned 4.5% including dividends, while the Dow Jones Industrials and […]

Northern California Wildfires

We are saddened by the loss suffered by so many in the California wildfires this week. If you or your loved ones are impacted, you have our sincere condolences. The personal and financial ramifications are significant, and we are here to help in any way that we can. The capital you have entrusted to […]

Year-End Tax Considerations

There may be opportunities for you as we move into end of year to minimize your taxes or set things up to maximize your net of tax returns – both important contributors to achieving your long-term financial planning goals.  Please give me a call to discuss any of the items below that may be […]