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.
Continue readingTop 5 Estate Planning Tips
Dillon Hakes & Guy Kosov discuss the strength in equity markets, recent economic news, geopolitical risks, and the upcoming earnings season.
Continue readingThe 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.
Continue readingFinancial 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.
Continue readingCWT 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!
Continue readingMarket Update – April 2024
Dillon Hakes & Guy Kosov discuss the strength in equity markets, recent economic news, geopolitical risks, and the upcoming earnings season.
Continue readingMoney with Murphy – China: Struggle to Reignite
Money with Murphy | China: Struggle to Reignite, with Kara Murphy, Chief Investment Officer of Kestra Financial
Continue readingMoney with Murphy – Mid-term Elections
Money with Murphy Episode 32: Mid-term Elections with Kara Murphy, Chief Investment Officer of Kestra Financial
Continue readingMoney with Murphy – Stagflation
As economic growth cools and inflation heats up, we are hearing more comparisons with the 1970s and 80s. Let’s talk stagflation and why today’s economy and market are different in this week’s Money with Murphy.
Continue readingRussia and Ukraine Conflict Resources
We will be updating this page with additional Russia and Ukraine Conflict Resources as they become available. Please feel free to contact us with any questions.
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