• Category: Financial advisors

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1 April

15 March

Growing Momentum in the Economy

By in Economics, Finance, Financial advisors, highlights, Market Update, Worth sharing

It is hard to believe that we’ve been dealing with the pandemic for an entire year. Just over a year ago, shelter-in-place orders went into effect in California—today, businesses are starting to reopen their doors and traffic is returning. By the end of February, over 239 million COVID-19 vaccines had been administered worldwide and President Biden’s additional fiscal stimulus plan was in view.

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3 March

PPP Webinar Recap: Key Points to Remember

By in Economics, Financial advisors, highlights

We were thrilled to have Larry Trujillo join us for a webinar last week. Larry has a wealth of experience in corporate deal structuring and SBA lending programs—including the Paycheck Protection Program (PPP) and its many complexities. He shared some key insights about PPP 1 + 2 and other loans available to businesses during the pandemic.

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