Darkest Before Dawn
By Jon Aldrich Source: https://www.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6 I keep thinking I am in the middle of a bad dream and that I am going to wake up and we are back to how life was just a few weeks ago. But, alas, that is not the case as this nightmare that 2020 has become is still ever-present….
Read MoreWe Have Been Here Before
Many of the same emotions as 9/11 and 2008 have returned By Jon Aldrich As all of us that lived through it, I remember September 11, 2001 very well. One of the things that has always stuck with me was how gorgeous a day it was across most of the country. The sky didn’t have…
Read MoreFocus’ Business Continuity Plan
What if we All Have to Stay Home for A Couple Weeks? By Jon Aldrich (View of my home office set-up) In today’s post, I am going to take a break from writing about the markets (we all know it is crappy right now, but as I have continuously mentioned, we will get through this)…
Read MoreWell, That Escalated Quickly
By Jon Aldrich Just like that scene in the movie “Anchorman” when Ron Burgundy declared “Well, that sure escalated quickly”, after the big melee with the other Action News Teams in the San Diego area, the action in the markets sure has escalated. Today, the markets dropped another 7.5% or over 2,000 Dow points as…
Read MoreSo Now The Market is Finally Concerned About Coronavirus?
By Jon Aldrich I am writing this on a plane heading to Arizona for my annual golf trip and a little bit of actual work. It never fails, when I go on a trip for a few days, the market often has a temper tantrum. This time it is fears of the Coronavirus and a…
Read MoreShould we “Curb Our Enthusiasm”
By Jon Aldrich 2019 was a great year for stocks, bonds and virtually every investable asset class. This was a welcome follow up to 2018, when virtually every asset class except cash went down. The nice thing, though, is that just about everything went up much more in 2019 than they went down in 2018….
Read MoreThe SECURE Act and How it May Affect You
By Jon Aldrich It seems like every year, just days before the ball drops in Times Square, Congress passes and the President signs new legislation that affects taxpayers. This year was no different as the SECURE Act, which contains some significant changes in certain retirement accounts was passed on December 19th, and signed into law…
Read MoreNotes from The Schwab Impact Conference
Bullet Points from Greg Valliere’s presentation “An Inside View of Washington” By Jon Aldrich I attended the annual Schwab Impact conference in San Diego last week (I wish I was still out there after coming back to January in November here at home). Schwab Impact is the annual conference for financial advisors that Schwab puts…
Read MoreGoing Nowhere Fast
By Jon Aldrich If you had went to sleep at the end of September of last year and just woke up, you might think the markets have been pretty boring these last 12 months. Especially, if you just picked up a paper and saw that the S & P 500 was currently around 2900, which…
Read More(Un) Safe Deposit Boxes
Is That Bank Box Really Secure? By Jon Aldrich You probably consider a bank safe deposit box as a safe, secure place to store some of your precious valuables such as jewelry, watches, coins or important documents. You might want to re-evaluate that notion. Imagine walking into your local bank to access your trusty safe…
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