A dying man's wish to bring the knowledge of Wall Street to Main Street.
Portfolio Advisors Blog
The large budget deficits run by the U.S. government are a big concern to many. What does history tell us of the implications? To economic growth? To stock markets? This study by Marlena Lee sheds light on the topic.
I hear concerns from a lot of people about our current leadership and its impact on the economy and stock performance. A recent presentation by Weston Wellington of DFA addresses this topic head on. Here is a link to the talk: http://www.dfaus.com/library/videos/governme/
Thank you to everyone who attended our recent client education seminar entitled, "The Tenets of Successful Investing." Except for some difficulties with the venue, I'm very pleased with the feedback from attendees overall. The message was pertinent, and attendees indicated that they left with something of value.
We have a new staff member! Jessica Sadredin has joined us as a Portfolio Administrator. Jessica is a recent Finance graduate from Fresno State. She has an impressive background and comes to us highly recommended. Jessica aspires to a career in financial planning.
To view the letter, please go to the "Client Center" tab and click on "Download Documents."
We moved to our new office at the first of the month. It was a big change considering that we have over 20 years of history in the old office. We’ve gotten pretty settled in now though. We’re really enjoying the new environment and look forward to sharing it with our clients.
Our website "went-live" this morning. We hope that you find it to be another good means of communication. Your feedback is welcome.