Instructions to retrieve 2021 Tax Documents are found under Resource Center – Tax Forms.

Author: chip

New Now

California Cruising

Worst of Times During the Great Financial Crisis, 8.5 million workers lost their jobs. The U.S. unemployment rate rose from 4.7% in late 2007, to 10% in October 2009. In comparison, the 2020 Great Lockdown forced 17.9 million people to lose their employment, in a matter of a few months, swelling the unemployment rate in

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New Years 2021

2021 → Let’s Get to It

Prudent investors allocate their holdings, expecting the unexpected.   The pandemic tsunami left in its wake uncertainty, foreboding, and casualty. An emergency response was imminent. Medical science, global governments, central banks, Corporate America, first responders, private enterprise, and a cast of unspoken heroes have coalesced at breakneck speed to arrest and abort the infamous coronavirus

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Biden Blastoff 1

Biden Blastoff → 11.09.20

Since the covid-19 bear market bottomed on 3/23, the S&P 500 has increased by 60%. The bounce-back has been significant in breadth and trajectory. Today, Biden’s first business day as President-Elect is being welcomed by Main Street and Wall Street alike. Biden’s Blastoff appears to have been ignited by the lessening of election anxiety and

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20 1stdb 01 Cta Apr 01
Beckett Homes

What’s the Best Investment?

Asset Allocation When it comes to saving and investing, I’ve learned over the course of my 35-year career as a financial advisor, entrepreneur, and professional investor, that diversification matters significantly. Which assets should prudent players focus their time, energy, and resources on? The National Bureau of Economic Research Rate of Return on Everything has been tabulating returns

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