Top 5 Estate Planning Tips
Dillon Hakes & Guy Kosov discuss the strength in equity markets, recent economic news, geopolitical risks, and the upcoming earnings season.
The Evolving Relationship Between Stocks and Bonds
For most of the past quarter-century, stocks and bonds have moved in opposite directions. This movement created what’s called a negative correlation between these two asset classes.
Financial Wedding Tips for a Memorable “I Do”
As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event.
CWT Newsletter Q1 2024
A lot has been happening with the team members at California Wealth Transitions and we thought it would be a good time to update you on all that's been changing with our firm over the past year!
Market Update – April 2024
Dillon Hakes & Guy Kosov discuss the strength in equity markets, recent economic news, geopolitical risks, and the upcoming earnings season.
Investing in a Presidential Election Year
As the presidential race heats up, there is a common question on investors’ minds: “How might the looming White House vote impact the markets?”
Secure Act 2.0 | Special Needs Trusts
The SECURE Act was hailed as the most substantial retirement legislation passed in over a decade. It contained important changes to Individual Retirement Accounts (IRAs) and other qualified accounts intended to help investors save more and be better prepared for the future.1 The passage of the SECURE Act in 2019
Markets In A Minute | History Lessons: Market Performance in Presidential Election Years
One month into the new year, and one thing’s for certain: The presidential election will continue to grab headlines and grip the nation’s attention for the better part of 2024. How might this impact investors in terms of perceptions and actual market performance? We explore these questions, in the context
Markets In A Minute | A Better Balance: Market Review and Outlook
As we look down the open road of a new year, the question is whether the rally that began in 2023 will continue into this year. While there are still plenty of risks (more on this below), there are good reasons to believe the rally has staying power. Still, investment
Money with Murphy – China: Struggle to Reignite
Money with Murphy | China: Struggle to Reignite, with Kara Murphy, Chief Investment Officer of Kestra Financial
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