Blog
Message from Richard: 2018 Wrap-up
It’s understandable how such a dramatic decline can deliver a blow to investor confidence and lead to reactions driven by fear and an instinct to protect ourselves from further losses.
7 Facts to Consider During Market Volatility
In spite of market volatility, we believe the fundamental backdrop supporting economic growth remains sound
Mid-Term Elections
Can past election cycles provide a clue as to how the stock market might react to the mid-term elections? We analyze.
Message from Richard: Market Volatility
Join me for the next few minutes as we explore current stock market volatility.
Estate Planning After a Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs?
Social Security Field Offices Closing, Reducing Services
Social Security, considered by many to be one of the better government agencies in terms of public service, has been quietly cutting personnel and closing its field offices at a time when Baby Boomers are retiring at record numbers.
The Flattening of the Yield Curve
The yield curve usually flattens when the Fed tightens. It has been flattening lately, and some economists wonder if it will invert. When the yield curve inverts, interest rates on short-term Treasuries exceed interest rates on longer-term Treasuries.
Chevron Replaces Vanguard ESIP
Chevron Replaces Vanguard ESIP Fidelity Investments Tapped as New Recordkeeper Chevron Corporation (NYSE: CVX) announced this week that it will make a major change to a key component of its employee’s retirement savings plan. In an email released on September 21, the
Watson to Step Down, Reports Say
Watson to Step Down, Reports Say New CEO To Be Determined In a surprise news report late last month, Chevron (NYSE: CVX) CEO John Watson is expected to step down as Chief Executive Officer in the near future, according to a Wall
Stocks and Presidential Elections
Do stocks really go through an “election cycle” every four years? Stock market historians have repeatedly analyzed market behavior in presidential election years, and what stocks do when different parties hold the reins of power.