Los Angeles Wildfires
To all those affected by the Los Angeles wildfires, directly or through friends and family, we offer our support, thoughts, and prayers.
After the Election: What Investors Can Expect Next
The 2024 election season will likely be seen as one of the most unpredictable and unprecedented election years in modern American history. Despite how it all unfolded and the geopolitical instability abroad, the market remained resilient, with market volatility well-below average compared to other presidential election years. Now that the election has been decided, where do markets go from here?
Navigating the Recent Federal Reserve Rate Cut: Implications and Reassurances
The Federal Reserve's recent decision to cut interest rates by 50 basis points has sent ripples through financial markets. While this move is intended to stimulate economic growth, it may also have implications for various aspects of your financial life.
Foster Love Volunteer Event | Brea Office
The Brea office recently volunteered to help build STEM and Birthday Kits at Foster Love, a non-profit that strives to make the foster care experience better for the 430,000 children nationwide going through it.
Investing and Politics | Does Who Wins Matter to the Market?
It has been conventional wisdom over the years that Republicans are better for the stock market than Democrats, but like a lot of conventional market wisdom, it isn’t always accurate.
Top 5 Estate Planning Tips
This session of Planning with Purpose features Dillon Hakes speaking with Katie Balatbat, Esq and CPA at Witham, Mahoney & Abbott, LLP about key considerations when doing estate planning.
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.
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