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CPI Report Disappoints

Stocks drifted lower this morning after the Bureau of Labor Statistics released inflation data for December. Headlines are calling the...
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Holding Pattern

Both stocks and bonds opened modestly higher this morning, but are down a bit to start the year. The S&P...
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When Does It Make Sense to Hire a Tax Professional?

Tax season can be a stressful time for many individuals and businesses. With the ever-changing tax laws and complex regulations,...
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Avoiding Common Tax Mistakes: Top 4 Pitfalls to Watch Out For

Tax season is upon us, and it's crucial to ensure you're navigating the complexities of the tax code correctly. At...
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Maximizing Your Tax Refund: Tips for Smart Tax Planning

Are you making the most of your tax refund? With smart tax planning, you can minimize your tax liability and...
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Happy New Year!

Major US stock market indexes have fallen back in the New Year (Dow -.6%; S&P 500 -1.2%; Nasdaq -2.6%). This...
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Navigating the New Tax Laws: What You Need to Know

Tax laws are constantly evolving, and staying up-to-date is crucial for successful financial planning. At Lighthouse Financial in Brea, California,...
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Will the Fed Acknowledge Reality?

Later today the Federal Reserve will announced results from its last policy meeting of the year. Will Fed Chair Powell...
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Individual Stocks Driving the Rally For a Change

Stock & bond market rallies continued today. The Dow, S&P 500 and Nasdaq are all in the green. Interest rates...
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Investors to the Fed: Open Your Gift!

Stocks opened mixed today, with the Nasdaq slightly higher but the Dow and S&P 500 a bit lower. The market...
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Economy Beginning to Slow

Stocks opened mixed this morning (Down +255 points; S&P 500 -.15%). It could be that the month-long rally needs to...
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