Monday September 16th – This Week on Wall Street

Emanuel Avina The Week on Wall Street Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average. Small-cap shares, as tracked by the Russell 2000 index, rose 4.85% in five days. The S&P 500 improved 0.96% […]

September 11th – Education Corner – Different Types of Stock analysis

The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of fundamental analysis is to determine whether a company’s future value is accurately reflected in its current stock price. Fundamental analysis attempts to estimate the value of a […]

Monday September 9th – This week on Wall Street

Emanuel Avina The Week on Wall Street Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut by the Federal Reserve. The broad U.S. equity market, as represented by the S&P […]

September 4th – Education Corner – Preparing for an Insurance Claim

It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company. Four Tips for Creating an Inventory. Creating an inventory may take a bit of upfront work, but it can pay future benefits in smoothing the […]

Tuesday September 3rd – This week on Wall Street

Emanuel Avina The Week on Wall Street Fears of an impasse in the U.S.-China trade dispute lessened last week. While additional U.S. tariffs on Chinese imports were scheduled to take effect on September 1, China’s government communicated that it would refrain from taking retaliatory measures for the moment. U.S. stock benchmarks advanced during the week. […]

August 28th -Education Corner – Preparing your Portfolio for Retirement

One of the most frequent conversations that I have as an investment advisor for the Avina Financial Group, is how to prepare your portfolio for income during retirement. During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with […]

Monday August 26th – This week on Wall Street

Emanuel Avina This week on Wall Street Traders assumed that the week’s biggest news event would be Federal Reserve Chairman Jerome Powell’s speech at the annual Jackson Hole banking conference. Instead, China seized the headlines by announcing new tariffs on U.S. goods. Domestic stocks ended up lower for the week. The Nasdaq Composite fell […]

August 21st – Education Corner – A growing family, growing financial obligations

A growing family, by definition, means growing financial obligations – both in the present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared. Auto. When a child becomes a new driver, one option is to add the teenager to the parents’ policy. You may want […]

Monday August 19th – This Week on wall street

Emanuel Avina The Week on Wall Street U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1.03% on the week; the Dow Jones Industrial Average and Nasdaq Composite respectively […]

Special Edition -Education Corner – A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What Is a Living Trust? A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full […]