Posts
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The Monday Mix: February 6 – 12, 2023
February 13, 2023
The Monday Mix: February 6 – 12, 2023
— S&P 500 earnings for 4th quarter 2022 are down 4.9% (based on nearly 70% of companies reporting), the first downturn since the 3rd quarter 2020. — The S&
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Top Women Wealth Advisors Best-in-State
February 9, 2023
Top Women Wealth Advisors Best-in-State
We are proud to congratulate Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder, for her recognition as one of Forbes Top Women Wealth Advisors in California. This is the
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The Monday Mix: Jan. 30 – Feb. 5, 2023
February 6, 2023
The Monday Mix: Jan. 30 – Feb. 5, 2023
Top-of-mind economic news as we start the week: — The Federal Reserve raised its key interest rate by 25 basis points to range of 4.5% – 4.75%, the highest level s
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The Monday Mix: Jan. 23 – 29, 2023
January 30, 2023
The Monday Mix: Jan. 23 – 29, 2023
Top-of-mind economic news as we start the week: — The US economy grew 2.9% annualized in 4th quarter 2022, vs. 2.7% anticipated, despite weaker consumer spending. —
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The Monday Mix: Jan. 16 – 22, 2023
January 23, 2023
The Monday Mix: Jan. 16 – 22, 2023
Top-of-mind economic headlines as we start the week: — US existing home sales in Dec. were down 34% from 12 months prior, hitting the lowest annual pace since 2010. &#
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The Monday Mix: Jan. 9 – 15, 2023
January 16, 2023
The Monday Mix: Jan. 9 – 15, 2023
Top-of-mind economic headlines as we start the week: — US Treasury Secretary Yellen said the US will hit its federal debt limit on Jan. 19 and that Congress will need to
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The Monday Mix: Jan. 2 – 8, 2023
January 9, 2023
The Monday Mix: Jan. 2 – 8, 2023
Top-of-mind economic headlines as we start the week: — The US job market finished 2022 well, with nonfarm payrolls up 223,000 in Dec. and unemployment at just 3.5%, both
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The Monday Mix: Dec. 26, 2022 – Jan. 1, 2023
January 3, 2023
The Monday Mix: Dec. 26, 2022 – Jan. 1, 2023
Top-of-mind economic news as we start the week and the New Year: — Without the oil and gas sector, S&P 500 earnings growth was just 1.8% for 2022, per S&P FactSe
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The Monday Mix: Dec. 17 – 25, 2022
December 27, 2022
The Monday Mix: Dec. 17 – 25, 2022
Top-of-mind economic headlines as we start the week: — US GDP grew at a 3.2% annualized pace in 3rd quarter 2022 said the US Commerce Dept. vs. its original estimate of