Mid-Year Update – 06/14/2021

Dear Valued Investor: As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover and the stock market is near all-time highs. A lot of this good news is likely already priced into … Continued

Market Update

It’s now been over a year since the COVID-19 pandemic officially began. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. Here’s a snapshot of where we are today: Over the past two months, COVID-19 cases and hospitalizations have … Continued

The CARES Act Key Components

INDIVIDUAL ASSISTANCE Recovery Rebates Provides all U.S. residents with an adjusted gross income of $75,000 or less $1,200 for singles and heads of households ($2,400 for married couples filing joint returns and an adjusted gross income of $150,000 or less). The rebate is phased out by $5 for every $100 over $75,000 that an individual … Continued

The Fallout from COVID-19 and You

New growth is beginning… This is a hard time to be an investor. It has been easy for a long time, long enough that many people have become complacent and forget that investing isn’t all rainbows and sunshine. And this moment in time, when uncertainty seems to be highest, is exactly the time to commit … Continued

Stocks and the Coronavirus – What Now?

“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of February brought a historic stock market sell-off, with the S&P 500 Index moving from an all-time high to a 10% correction in … Continued

COVID-19 and What to Expect

Anyone else need a hug? These past few days have been trying for all of us, making us realize the value of life, and how fragile it can be. Our economy and standard of living are both showing cracks. I’ll be the first to admit that I underestimated the potential economic impact of the Covid-19 … Continued

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Looking to retire after a long career with PG&E? Here are some tips to get you started.

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