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.
http://www.dfaus.com/2010/11/the-economics-of-fiscal-deficits.html
Our Mission: We develop strong personal relationships with our clients and bring clarity to issues important to them. We provide insight leading to solutions in helping them to achieve lifelong goals, and we partner together in implementing a plan to do just that!
Tuesday, February 1, 2011
Thursday, July 30, 2009
Government Intervention and Stock Returns
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/
Thursday, June 18, 2009
Client Education Seminar
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.
For a refresher or for those who were unable to attend, here is a link to an on-line, recorded version of the talk: http://dimensional.acrobat.com/tenetsofsuccessfulinvesting/ I have some ideas for future client activities, and, of course, we value any ideas you may have for planning future events.
Friday, March 6, 2009
Staff Changes
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.
Also, Tina Mistry has been promoted to Support Advisor. This is a new position in our firm and is a natural next step as she completes the Certified Financial Planner™ program. Tina will join in many client meetings and will be more involved with clients' investment and planning issues.
Tuesday, October 14, 2008
A Letter on Current Events in the Markets
To view the letter, please go to the "Client Center" tab and click on "Download Documents."
Friday, May 16, 2008
New Office
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.
Thursday, September 6, 2007
New Website
Our website "went-live" this morning. We hope that you find it to be another good means of communication. Your feedback is welcome.
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