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El Cajon, CA 92020

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Wednesday, November 30, 2022

S&P 500 rallied about 2% in November, overshadowed by the strong performance of international stocks. Friday will bring the widely followed jobs report for October. Read more.

Monday, November 28, 2022

U.S. stocks traded higher in the holiday-shortened week. Key reports this week will provide clues to the status of inflation and the strength of the labor markets. Read more.

Wednesday, November 23, 2022

2023 Key FiguresThe common tax tables have been released by the Internal Revenue Service (IRS). Please find the tables in the link.Please use these tables for your tax planning. If you have tax questions, please don't hesitate...

Wednesday, November 23, 2022

Stocks were higher in the holiday-shortened trading week. Investors will get a look at the durable goods report on Wednesday followed by the release of November’s FOMC meeting minutes. Read more.

Monday, November 21, 2022

In the U.S., the S&P 500 index was down 0.6% for the week. While higher inflation might be pinching consumer wallets, recent economic data still point to a resilient consumer. Read more.

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Thursday, November 17, 2022

Recent inflation reports help quell inflationary fears as markets now are pricing in a 50-basis-point rate hike for December Fed meeting. Retail sales in October beat expectations. Read more.

Tuesday, November 15, 2022

View this month's planning video as host, Scott Walloch, Avantax Financial Planning Consultant discusses a key piece of a comprehensive, tax-smart retirement plan – Social Security. Watch Video

Monday, November 14, 2022

View this month's planning video as host, Scott Walloch, Avantax Financial Planning Consultant discusses a key piece of a comprehensive, tax-smart retirement plan – Social Security. Watch Video

Friday, November 11, 2022

Stocks were relatively unchanged for the week as investors digested corporate earnings alongside midterm election results. October’s CPI report due Thursday. Read more.

Friday, November 11, 2022

With inflation hovering near 40-year highs, some investors are looking for investments that keep pace with rising prices. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation...

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...