Kern Business Journal October 2015 It’s not a question of “if.” Rather, it is a question of “when” will interest rates increase? Federal Reserve Board Chairwoman Janet Yellen has held firm to her promise to keep interest rates at an historic low – basically zero since 2008 – until the U.S. economy shows real signs … Read more
The Bakersfield Californian October 8, 2015 My clients, who I will call Keith and Sue, retired a few years ago. Keith worked for a government agency and Sue owned a bookkeeping business. They had one son, Robert, who is an orthopedic surgeon in Southern California. Keith and Sue worked hard and saved their money. They … Read more
As we reach the end of the second phase of the current market correction, I am pleased to report that all portfolios have outperformed the market (net of fees) as of September 30. This continued success is a result of diversification, sector selection and low fees. The mid-year rebalance went smoothly and produced a successful … Read more