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As markets hit new highs this week, it can be easy to forget that only 9 months ago we were in the middle of a bear market. It took roughly 32 days for the U.S. markets to hit bottom in March of 2020, which was then followed by a swift recovery. Which made this bear market one of the shortest in history, and may have served as a reminder that cycles are normal.
Read MoreThe questionable health of the Social Security program is nothing new, but with the COVID pandemic the future of the program certainly remains in question. So what could this mean for those of you who haven’t filed yet or are expecting this income during retirement, well before you jump to change your social security strategy it’s likely that sticking with your original filing strategy is still the answer.
Read MoreWhat's happening in the stock market? What’s next? The election, Covid surge, economic uncertainty and huge budget deficits, these are the backdrops going into the 4th quarter.
Read MoreAs last week’s wildfires affected most of us here in Orange County, we thought we would take a moment to touch on a few wildfire preparation and insurance tips for those of us who are faced with California fire season each year.
Read MoreMost often the best tax planning not only looks at the current year tax, but considers how you might reduce taxes over multiple years – 3, 5, or 10 years? As we head into fall, here’s a few tax planning strategies that might be worth considering before year-end…
Read MoreAre your emotions getting in the way? Here's a few tips on how you can avoid being a statistic, stop reacting or investing based on emotions and instead invest based on strategy.
Read MoreWorried about politics and your investments or financial goals. Let’s address some of these concerns as we head into the 2020 presidential election.
In any presidential election year, there is a degree of heightened anxiety and uncertainty. This year is certainty no different…
Read MoreProud to announce Five Star award winners John Cooke, CFP®, CKA® and Juliette Cooke, CFP®, CKA®’s appearance in the Wall Street Journal.
Read MoreCoronavirus has changed just about everything for just about everyone everywhere. Retiring is one of the biggest life changes most people will make, yet few plan for it properly. If you are retiring or thinking of retiring over the next 5 years here are 6 factors to consider and discuss as you plan for retirement.
Read MoreIt’s never too soon to teach kids about money. A key part can be to demonstrate and verbalize values while living and teaching them how to handle money in an intentional, God honoring manner.
Discover a few simple lessons parents or even grandparents can do that can provide a solid foundation for a lifetime of financial decisions.
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