Earth Week

by Susan Jung on

Markets have pushed upward as earnings have generally met reduced expectations. Interest rates have remained low and bolstered expectations for GDP growth. 

Tax proposals from various candidates have been floated into the public discourse. For the most part, these proposals focus on raising taxes...

Shadow Banking

by Susan Jung on

Traditional lenders in the past have accounted for a significant percentage of corporate and personal lending. That is now changing as less traditional monetary sources are providing loans at an ever-increasing rate. This is more commonly referred to as the shadow banking system.
 
The reason why...

Taxation Strategies and Proposals

by Susan Jung on

Believe it or not, there is a presidential election next year in 2020. Has it really been 2 ½ years since the last presidential election?
 
As is usually the case, candidates running for office make proposals to capture the attention of voters to highlight what they perceive to be important...

Energy Prices and Trends

by Susan Jung on

Energy prices remain under pressure as an economic slowdown continues on a global basis without any end in sight. Additionally, while there are calls for the Organization of the Petroleum Exporting Countries (OPEC) to increase production, the United States has more than made up for shortfalls as...

The Federal Reserve Blinked

by Susan Jung on

We have been saying for some time that we believe the Federal Reserve would likely raise interest rates far less than people feared. Our belief was the economy was slowing and there would be no need to raise rates in a significant way. Turns out, this apparently is what is going to happen in terms...

10 General Planning and Investment Concepts

by Susan Jung on

I spoke with a sophisticated investor this week and she asked me if I might consider highlighting a few investment and planning principles that we believe are key. While many of these items you may have previously considered, it’s always good to have a quick review. These concepts are a few of the...

Why GDP Growth Matters

by Susan Jung on

European GDP growth forecasts reduced

Concerns continue to plague market sentiment and yet again another growth forecast is reduced. The European monetary agency and the European Central Bank (ECB) cut forecasts warning of a significantly reduced economic expansion. 

In a recent CNBC article,...

With the news that the United States failed to agree with North Korea on a denuclearization plan, investors are rightfully wondering how to invest based on changes in the global environment. 
 
There are a variety of international events that might occur that would throw economies and markets into...

Taxes

by Aila Matysek on

As you well know, 2018 tax reform adjusted taxation for individual and companies. With the new year, there is now talk about reversing the direction of taxation. This includes adjusting the current level of estate taxation as well as income taxes on high income earners. 
 
Policy issues can affect...

A Recession in 2019

by Aila Matysek on

There’s continuing talk in financial circles that a recession is inevitable in 2019. The concern is that economic growth is slowing, and with the reduced impact of corporate tax cuts, companies will be left to deal with the slowing global economy. It is hard to dispute that challenges are growing...

U.S. House Market

by Aila Matysek on

The housing market over the last several years has been very strong with multiple offers for properties. However, house prices have begun to stall and multiple offers in most areas are less prevalent. There are exceptions. In Northern California, areas significantly impacted by the tech economy...

U.S. Housing Market

by Susan Jung on

The housing market over the last several years has been very strong with multiple offers for properties. However, house prices have begun to stall and multiple offers in most areas are less prevalent. There are exceptions. In Northern California, areas significantly impacted by the tech economy...