A noisy year so far in financial markets has felt like a series of fiery stump speeches. In LPL's Outlook 2016 publication, they propose that we should all “embrace the routine.” LPL's forecasts called for what may be considered routine year-end results for the U.S. economy, stocks, and bonds in 2016. However, an important caveat was included: How we get there may be anything but routine. Click here to read more... Outlook 2016
Shred Day Success!
Our First Annual Walnut Creek Shred Day was a success! We had a great turnout, ate way too many bagels, and helped clean out many garages. If you weren't able to make it this time, no worries. We'll host another in the city later this year and will be back in Walnut Creek next year.
2016 Q1 Economic Update
Matthew Henry, an English author who lived in the 1600’s, is credited with saying, "after a storm comes a calm." Perhaps that best describes the first three months of 2016. Investors experienced an unusually volatile first quarter and as of March 31st, the U.S. stock market ended the quarter higher than it started the year. Click here to read more... First Quarter 2016 Economic Update.
2016 Tax Report
Tax season has arrived—again. That means that it’s now time to finish and file your tax returns for 2015. Click here for helpful tips regarding your 2015 Income taxes (Even if it is already 2016) and planning for 2016... 2016 Tax Report.
2015 Q4 Economic Update
When the final day of trading closed on New Year’s Eve, the U.S. stock market finished a disappointing year for investors. Despite all the optimism that 2015 began with, there was limited, if any, joy by year end. Click here to read more... Fourth Quarter 2015 Economic Update.
