March 27, 2020

As of this writing the Corona Virus Aid Relief and Economic Security (‘CARES’) Act, a $2 trillion emergency fiscal stimulus package, has been passed by the House and is expected to be signed into law by the president within hours.  The bill includes a wide range of spending, from loans to outright payments to individuals, businesses, hosp...

March 22, 2020

We have seen exceptional market volatility during the past few weeks as stocks have fallen quickly, risen quickly and then reversed course to fall once again.  This type of market movement can be very unsettling, but as investors it is important to make sound decisions in the face of fast-moving markets.  Here are 3 tips to weather market...

February 28, 2020

On February 1st, in the early days of the Corona virus (now the more specific Covid-19) outbreak, we noted that historical outbreaks had resulted in fear-based market sell-offs that ultimately became good buying opportunities.  During the 2003 SARs outbreak for example, Global markets rapidly fell 12%, but then quickly recovered once the...

February 21, 2020

When the unthinkable happens and one spouse dies, Social Security provides a benefit, commonly referred to as the widow’s benefit, to the survivor.  Why is the survivor benefit referred to as ‘widow’s’ benefit?  Simply put, approximately 80% of the individuals receiving survivor benefits are women.  Decisions about how long to work and wh...

February 15, 2020

Downsizing your house in retirement can make a lot of sense, especially when you are looking for ways to make your retirement dollars go further.  After all, the kids are likely out of the house, and having a large home with a big mortgage and expensive upkeep may not be the best use of your money.  Of course, for those of us in Californi...

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