Our Financial Insights
Market Minutes from the Boardroom
Do you want the same insights as savvy Wall Street investors?
By providing 25+ years of knowledge and actionable insights, our macro-financial commentary helps savvy investors identify and maximize portfolio opportunities while minimizing the risk associated with investing.
The Retirement Redzone is our monthly newsletter designed specifically for those who are within 5 years of retirement - before or after!
We offer actionable insights into the things that matter most for you and your money right now and investment trends to be on the lookout for.
The Next Investment Wave
All of us want to be ahead of the curve, and this is especially true for investors!
That's why we've created The Next Investment Wave. This quarterly missive will highlight investment trends that we are following and outline the potential opportunities.
Quiver Financial Articles
How Inflation May Impact Your Retirement
Small increases in inflation can have significant consequences to a retiree's investment portfolio. How do you invest your savings during retirement in a new inflationary reality?
Money Saving Tips for Retirees
Many retirees live on a more or less fixed income. Because of this, learning how to save money while retired can help you manage your personal finances. There are many actions you can take to minimize your financial output and help extend the life of your retirement savings.
How Secure Act 2.0 May Impact Retirement for Boomers
The Secure Act 2.0 is a piece of legislation that may help Baby Boomers optimize their retirement savings plans in several ways.
The House of Representatives recently...
Using the Herd to Your Advantage
Buy low. Sell high, is what they say to do when investing.
Sounds like a prudent investment plan, right? Well, when it comes to investing in crypto, stocks or any risk asset that can spark the animal spirits of - fear and greed...
Roll Over Your 401(k) in 3 Easy Steps
If you've left your job but still have a 401(k) with your former employer or you're retiring, you may have questions about what to do with your retirement account.
Typically, you have four options to consider...
What's Your Money Personality?
Understanding your money personality is the first step toward financial health. It can help you uncover your approach to how you spend, save, and invest money—and where you may need to take action to increase your investing confidence.
Our personality largely dictates our response to money...
Benefits of Offering a 401(k) to Employees?
401(k) retirement plans offer obvious benefits to employees—but they can benefit business owners as well. Some of these benefits aren’t quite so obvious. Employer benefits are an important factor when considering which retirement plan to offer employees...
Will the Russia-Ukraine Conflict Impact the Stock Market?
One of the most popular questions we are getting from clients these days is "How will the Russia-Ukraine conflict affect the United States Stock Market going forward?" As Russian and Ukrainian forces square off, many investors are wondering if...
3 Ways Calsavers will Impact Business Owners
Owning and operating a small business is no easy task. The smallest changes in cost can have significant effects. For those small businesses, the implementation of the CalSavers program could become a small hassle—or pose potentially larger challenges...
What is CalSavers?
The Employment Development Department (EDD) has stated, CalSavers is a retirement savings program for private sector workers whose employers do not offer a retirement plan.
Gavin Newsom has said “CalSavers is leveling the playing field for millions...
5 Retirement Mastery Principles
One perk that has come from working with savvy, well-seasoned investors over the years has been gaining valuable insights from their life stories. Hearing about their highs, their lows and everything in between that life can serve us while we are persevering to build families, businesses, and a retirement nest egg...
Preparing for the CalSavers Deadline
CalSavers is a state-run program that provides California's private-sector workers a retirement plan. Through the program, the millions of workers whose employers currently don't provide retirement programs can receive a Roth IRA. The plan mandates that any employer with 5 or more employees must offer a retirement plan.
5 Shocking Baby Boomer Statistics
The Baby Boom that occurred from 1946 to 1964 created a lot of babies—hence the name. Now, a lifetime later, those babies have grown into workers preparing for retirement. And, for some, retirement is coming very, very soon. So, that means everyone's prepared for their best retirement, right?
Well, not according to some of these statistics...
How Dollar Strength Impacts Financial Markets
When you look at a currency converter, you might notice that the value of the U.S. Dollar can fluctuate. With the U.S. Dollar being a medium of exchange for trade worldwide, changes in the relative strength of the U.S. Dollar compared to foreign currencies can have many effects on industries, global economies, and asset prices within your investment accounts...
Later in Life Investing
When you save for retirement, the hope is to build enough wealth that you can live comfortably after you retire. As you grow older, you might find that your expected social security income might not be enough for you to retire. So, what happens if you don't start investing until you're close to retirement age?
If you find you've started your investment...