With the last quarter of 2023 almost upon us, it’s important to do some planning now and strategize on how to finish the year strong! Get together with your advisor team to manage your tax exposure. Planning now can potentially minimize taxes that you owe for 2023....
Be Cybersecurity Aware It happens to the best of us…. A couple of weeks ago a colleague told us they were quickly scrolling through Facebook and an “alert” came up. On a quick glance, it looked legit. It asked to verify their info by uploading their drivers license....
In my part of the country, it’s back to school time. Made me think back to my childhood. As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my youngest daughter, Isabelle, follow in his...
Protect Your Budget While Car Shopping Back in May of 2021, I wrote about buying cars in the early days post pandemic. That was at a time when the supply of both new and used cars was very low and prices were high. Fast forward to today, a few things have changed and...
The Fed is Raising Interest Rates It is expected that The Fed will be raising the Fed funds lending rate on Wednesday by 0.25% according to JP Morgan to 5.25-5.30%. Why does this matter? It matters from the perspective of what direction interest rates are headed on...
Can the Bull Market Continue? To most people’s surprise, stock markets around the world are up. Market timing is rarely a winning strategy. It’s one of the reasons we encourage investors to develop their own personal investment strategies and stick to them. Our...
The U.S. economy has proven to be more resilient in the first half of 2023 than many expected, as strength in the labor market has helped support consumption. But how much momentum does that labor market have? This week’s chart looks to quantify labor market momentum...
We are now in the second half of 2023. In the first half of 2023, stock markets did well. Both in the US and around the world. The S&P 500 is up 16.89% thru 6-30-2023. Other stock indexes also have done well. Developed market (DM) and emerging market (EM)...
We are now mid-way through 2023, and I thought it a great time to look at the 2023 investment markets. See what has happened in the first half of 2023 and what's possibly to come moving forward. We have included a comprehensive Midyear Outlook issue for you to...
The Fed (aka the FOMC ) is scheduled to decide on US interest rates this Wednesday and according to JP Morgan they should consider pausing the rate increases. On Wednesday, the Fed should provide more clarity on the trajectory of rates after vacillation in market...
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