During the third quarter of 2019, large cap value outperformed large growth and small cap growth and value. This article summarizes the performance of various asset classes during the third quarter of 2019, and for the 12-month period ending September 30.... Read More
Wealth Planning Quarterly
Timing Is Everything, Except in the Market
It’s not unusual for the stock market to be a topic of conversation at holiday get-togethers and other social gatherings. The lure of getting in at the right time or avoiding the next downturn can tempt even disciplined, long-term investors.... Read More
Financial Planning Tip
Thought for Food: Prepping Perishables for a Power Cut
PG&E has put Californians on notice to prepare for pre-emptive power outages in an attempt to prevent wildfires. This post addresses what you can do to mitigate losses due to an outage, as well as safety information on generators and general emergency preparedness.... Read More
