As commencement season is in full swing, it’s a great time to celebrate and reflect on the many achievements of our graduating kids, grandkids and other loved ones. On a personal note, my wife Shari and I recently celebrated the graduations of our oldest daughter Alexa from Berkeley Law and our son Jonathan from Wash […]
As we close the door on 2023, I can’t help but look back at this past year and reflect on the various twists and turns we experienced, most unexpected and some even fitting the description of a “black swan” event- an extremely unexpected event, which results in a decisively negative impact on the markets.[1] Following […]
On September 27th, Shari and I began our journey to Israel, anticipating an 11-day reunion with our youngest child, Olivia, who is on a gap year in Jerusalem. We were eager to spend the latter half of the Jewish holidays with Olivia, splitting our time between Tel Aviv and Jerusalem. On the morning of Saturday, […]
A Forward Look at Potential Tax Policy Changes
It is hard to believe that we’ve been dealing with the pandemic for an entire year. Just over a year ago, shelter-in-place orders went into effect in California—today, businesses are starting to reopen their doors and traffic is returning. By the end of February, over 239 million COVID-19 vaccines had been administered worldwide and President […]
If you’ve been wondering about the GameStop story this week, you aren’t alone. We’ve gotten a number of questions about what is going on and what it all means. Here’s a quick overview.
Markets Surge Past Uncertainty November brought a new surge in COVID-19 caseloads and the possibility of further government shutdowns (at this writing, on December 3rd, a new stay-at-home order went into effect in California).1
The Multitude of Highs and Lows As of this writing, the election is on the verge of being called. However, despite the ongoing uncertainty, the markets have surged in recent days. Taking a step back, the S&P 500 fell for a second straight month in October, paring back more of the year’s gains. Major contributors […]
A Bump in Volatility and Questions Ahead Stocks moved lower in September as a five-month market winning streak came to an end. The downturn was led by a selloff in technology stocks, which have paced the S&P 500’s recent recovery from its March 2020 low.
The Rally Continues Through August The U.S. stock market finished higher for the fifth consecutive month in August as investor optimism persisted amid a tenuous economic recovery. The S&P 500 had it best August in 34 years, led by the technology sector.
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