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Notable News
Quarterly Investment Update: 3rd Quarter 2025
October 12, 2025
When it comes to investing, there is always an element of uncertainty and risk. Yet, on the flip side, there…
Quarterly Investment Update: 2nd Quarter 2025
August 7, 2025
Lately, there’s been a lot of chatter in the media about stagflation — an economic term that sparks concern. But…
Quarterly Investment Update: 1st Quarter 2025
April 11, 2025
Have you ever experienced the feeling of déjà vu — when a situation feels familiar, yet you know it’s new? The…
Quarterly Investment Update: 4th Quarter 2024
February 4, 2025
When growing up in California’s Central Valley, you learn to adapt to two things: the excruciating heat in the summer…
Quarterly Investment Update: 1st Quarter 2024
April 15, 2024
Dating back to 1875, the Kentucky Derby isn’t just a horse race — it’s a cultural phenomenon that blends athleticism,…
How You Might Benefit from SECURE 2.0 Act
April 6, 2023
SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure…
Fed’s Latest Rate Hike Signals Stability
March 24, 2023
This past Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate…