Category: Blog

Markets are jittery, global headlines read like a slow-motion economic collision, and investors, especially the more conservative ones, are wondering whether they should be acting more defensively or sticking to long-term plans....

The year 2024 stood out as a period of robust performance for US markets, highlighted by a 25% total return S&P 500, right after a 26.3% gain in 2023. This success came despite weak global growth and underscored the unique...

Election season always brings a sense of heightened anxiety, with many people worrying about how the outcome will affect the economy, their investments, and the market as a whole. This concern has only intensified over the past...

In 1982 English rock band The Clash released their hit song Should I Stay or Should I Go?. You’ve likely heard it, but like me may not have realized that it took ten years to reach peak popularity, and that was largely due to a...

By Greg Stewart, CIO A few weeks ago, as the market experienced a pullback for no apparent reason, I began to hear a little grumbling around the office (OK, I’ll admit, it was Dan Darchuck doing the grumbling). After a great run...

By: Dan Darchuck, CFP, CPWA – Co-founder Topturn Capital Featuring: Jeff Hamilton, CPA – Principal, Sierra View Tax & Consulting “Let me tell you how it will be. There’s one for you nineteen for me, ‘cause I’m...

By: Greg Stewart, CIO Last year started off with a great deal of pessimism and concern. In my  January 2023 post, I noted investor concerns over recession, inflation, rising interest rates, and war. Everyone seemed to be scared...

  By: Greg Stewart, CIO October is the month when many people spend time enjoying all things spooky, dark, and a little scary. It is a wonderful way to offset the shorter days that arrive with the turning of the season....

By: Greg Stewart, CIO, It is no secret that California has been hit with an enormous amount of flooding this year. We wrote about it back in January, and the waters continued to rise. In March, a levee failure on the Pajaro...

By:  Dan Darchuck, Co-founder & CEO  For many years, I’ve sat alongside business owners as they begin to navigate programs like Social Security and Medicare and “ease” into senior life.  Recently, I’ve arrived –...

With the first quarter of 2023 behind us, there continues to be no shortage of things to worry about. Interest rates, inflation, market volatility, continued war in Ukraine and now, as if we needed one more, a banking crisis...