Mar 7, 2024 | Weekly Wrap-Up
Navigating the Taxation of I Bonds Investing wisely is not just about growing your wealth; it’s also about understanding the tax implications of your investments. For many investors, I Bonds presented an attractive option due to their safety (guaranteed by the...
Feb 29, 2024 | Weekly Wrap-Up
Is Leap Year a lucky year for stocks? Leap day is here, and investors may be wondering if a date associated with crazy topsy-turvy traditions has any significance for the stock market. So far in 2024, we’ve experienced a pretty nice stock market rally with the...
Feb 22, 2024 | Weekly Wrap-Up
Yea…not the most exciting task on your list but you really should review your insurance policies annually to ensure you have adequate coverage as well as appropriate premiums. Insurance policy reviews involve an assessment of your overall insurance coverage to ensure...
Feb 8, 2024 | Weekly Wrap-Up
As many of our clients may know, I sold my Alameda home and purchased a new property in Novato in late 2023. At the time I did these transactions, mortgage rates were near all-time highs. I gave up my 1.90% fixed 15 yr. mortgage and secured a new, whopping 7.50% 30...
Feb 1, 2024 | Weekly Wrap-Up
Investing in the cryptocurrency market, while exciting in its headline-making growth spurts, has also been fraught with complexities and considerable volatility. However, 2024 has brought a game-changer to the crypto landscape with the launch of new crypto...
Jan 25, 2024 | Weekly Wrap-Up
Current market conditions are ‘choppy’! What can you expect from this market?? In the ever-changing landscape of global markets, staying informed about current conditions is crucial for investors and businesses alike. As we entered 2024, the market began to...
