Wealth Analytics

Election 2024 and The Bottom Line

Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully…

7 months ago

CrowdStrike Outage

Many were concerned about the computer outage that affected everything from travel to doctor’s offices to bank and investment accounts.…

9 months ago

Is a 30% Stock Market Return Achievable?

This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…

1 year ago

Avoid Fraud

Even if you have never been subjected to an investment fraudster’s sales pitch, you probably know someone who has. Following…

2 years ago

5 things to consider about finances before filing for divorce in California

Divorce is a stressful time for everyone, but it can be particularly challenging for any person who may not have…

2 years ago

How Does The Gift Tax Work?

So you’re thinking about giving a family member some money to help with a down payment on a home. Or…

2 years ago

How to Make the Most of a Health Savings Account (HSA) in 2023

Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account…

2 years ago

Inflation Risk – Is Your Money Safe at the Bank?

According to a survey by the Society of Actuaries, one of retirees' biggest fears is investment losses. According to their…

3 years ago

The Two Pros & Two Cons of Short-Term Investments

Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those…

3 years ago

Market Volatility? Stay the Course.

Is the Bull market over?  Are rising interest rates going to hurt bonds?  Will inflation continue to rise? Why is…

3 years ago