Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, CIMA® Chief Strategist and CIO Looking back at 2015 from the close of the year, it doesn’t seem like much happened last year: many investments had close to a zero return. Some bonds were a bit above zero and many stocks were below zero, pushing a
Read More...1/8/2016 Happy New Year! After we enjoyed a Santa Barbara-like weather holiday in Boston this year, Winter has finally arrived! Similarly, many stock markets have started the year with a chill. Some market pundits have already begun to ask if 2016 is another 2008. How could they make such a claim? Well, in the first
Read More...A Correction or a Catastrophe 9-1-15 WEB VERSION
Read More...Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA “Βοήθα με να σε βοηθώ ν’ ανεβούμε το βουνό.” I think the phrase “It’s all Greek to me!” captures nicely this past quarter: everything was about Greece and it wasn’t always so easy to understand how this wonderful but small country was tossing around a $45
Read More...“What is the difference between a taxidermist and a tax collector? The taxidermist takes only your skin.” Mark Twain Most of us should have filed our taxes by now. And I’m afraid for many that 2014 was even more taxing than previous years. Including the Obamacare surcharge tax and California state income tax, top
Read More...Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, CIMA Chief Investment Officer, Omega Financial Group “[I feel] taller.” Steve Rogers’ response after his transformation, from the film Captain America: The First Avenger The new-normal seems to mean that we are treated to a collection of nail-biting-events every year. And our most recent year was no
Read More...Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA “How come stocks always fall in the Fall?” Caroline Minor My wife, Caroline, recently asked me the following question: “How come stocks always seem to fall in the Fall, and, it seems, in October in particular?” Indeed, the Great Crash of 1929 began in October.
Read More...By Dylan B Minor PhD, MS, CFP®, CIMA, ChFC, CLU “With the past, I have nothing to do; nor with the future. I live now.” Ralph Waldo Emerson Living in the present is advice I frequently hear from different corners of the world: we must leave the shackles of the past, put off the burden
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