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Well, That Escalated Quickly

BLOG, MARKETS & ECONOMICS  |  9 Mar 2020

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…

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So Now The Market is Finally Concerned About Coronavirus?

BLOG, MARKETS & ECONOMICS  |  26 Feb 2020

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…

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Should 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….

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The 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…

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Notes from The Schwab Impact Conference

BLOG, MARKETS & ECONOMICS, Uncategorized  |  15 Nov 2019

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…

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Going Nowhere Fast

BLOG, MARKETS & ECONOMICS  |  7 Oct 2019

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…

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(Un) Safe Deposit Boxes

BLOG, ESTATE PLANNING, PERSONAL FINANCE  |  11 Sep 2019

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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Are You Really Going to Get $125 From the Equifax Settlement?

BLOG, PERSONAL FINANCE  |  14 Aug 2019

By Jon Aldrich You have probably heard by now either on social media, the news, or your friends that everyone is entitled to their $125 for damages from the Equifax data breach in 2017. Wow, this is great, how do I partake in this windfall?  Well, not so fast. There is an inconvenient truth that…

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Think Twice Before You Download That App

By Jon Aldrich Our smartphones have become an indispensable part of daily life to many of us. You not only get phone calls and texts on your little wonder device, but now you use it to surf the internet, play games, navigation, watch movies, hail a ride, take pictures and movies, book vacations, as a…

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Ande To The Rescue

Uncategorized  |  21 Jun 2019

By Jon Aldrich “We are not coming home with a dog today”, I declared as we all piled into the Ford Explorer on a Sunday afternoon about a week before Mother’s Day. It was one of the few, warm, sunny days without rain that we have had this soggy spring. Trent is now 19 and…

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