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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. It also touches upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
Market & Economic Update – July 2022
Current markets, future outlooks and investment perspectives are discussed noting while sometimes the events of the day cloud the view of the longer-term nature of one’s investments, ultimately, investing requires perspective, patience, and perseverance – especially today.
Loose-Ends Management: Reviewing Your Philanthropic Vehicles & Strategies
Reviewing your philanthropic giving vehicles is an important part of your overall financial plan. Here we consider the loose ends to tie-off with respect to Donor Advised Funds and Charitable Remainder Trusts.
Amazon Stock: The Long Game
On December 31, 1999, Amazon stock closed at $3.81 (split-adjusted). By September 28, 2001, it had fallen to $0.30, a drop of over 90%. $100K invested in AMZN on 12/31/99 would have been worth less than $8,000 just 21 months later. Today, that $8,000 would be worth...
Q2 2022 Market Update & Discussion
Q2 2022 – Quarterly Market Update & Economic Discussion – Join us on 7/21/22 for our quarterly market update an economic discussion with Chief Investment Officer, Vanessa Wieliczko & Jordan Jackson of J. P. Morgan
Watch Out For That Bear!
Keeping calm & staying on course with your financial plans can be tough when reading headlines and watching the market dip and rise almost daily. Senior Wealth Advisor, Bob Carnegie, considers some strategies and opportunities that may worth considering in this bear of a market.
HoyleCohen Welcomes Carmen Sayre to the Team
Please join us in welcoming Accounting Assistant, Carmen Sayre, to our growing HoyleCohen family.
Loose-Ends Management: Reviewing Your Trust Documents
Once you have created your trust documents, it is vital that they be revisited regularly to ensure they have reflected changes in your life and are relevant and up to date (think marriages, divorces, grandkids, sale and purchases of new assets etc.).
Investing: Stock Returns After 15%+ Declines
S&P 500 second-half performance after a first-half fall of 15% or more: 1970 - up 26.5% 1962 - up 15.2% 1940 - up 6.0% 1939 - up 15.0% 1932 - up 55.5% Average - up 23.6% Median - up 15.2% Second-half 2022: TBD. Credit: Market Watch, Dow Jones Market Data...
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