Jun 8, 2017 | Financial Planning, Retirement Planning
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as “Elder Financial Abuse”. More than 70 percent of the nation’s wealth is controlled by people over 50 years old – a group that financial criminals are...
Dec 14, 2016 | Financial Planning, Retirement Planning
A while ago, our Walnut Creek investment office received an email from a client who wanted to know their account balance and requested a large money wire transfer to a third party. At first glance, this appeared like a normal request, did it not? Well, having had a...
Nov 4, 2016 | Market Commentary, Newsletters
Our Investment Advisory clients experienced nine months of solid performance despite numerous stiff headwinds in 2016. The headwinds started in the opening weeks of the year with a vicious stock market selloff, Brexit related volatility in June, still sputtering...
Oct 26, 2016 | Market Commentary, Martin Pring's Technical Corner
The purpose of this article is to make the case for a primary trend rise in yields. If this assumption turns out to be correct, it is within the realm of possibilities that this same rally may also be a turn in the tide for the initial advance in a new, very long-term...
Oct 5, 2016 | Market Commentary, Newsletters
Summary This update focused on the challenges facing investors. Retired investors are especially challenged to both protect and grow their portfolios in today’s low return world. We started by highlighting the dual challenges of high stock market valuations coupled...
