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3 March

PPP Webinar Recap: Key Points to Remember

By in Economics, Financial advisors

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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4 December

December 4 2020 Market Update

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

Markets Surge Past Uncertainty

November brought a new surge in COVID-19 caseloads and the possibility of further government shutdowns (at this writing, on December 3rd, a new stay-at-home order went into effect in California).1

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6 November

November 6 2020 Market Update

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

The Multitude of Highs and Lows

As of this writing, the election is on the verge of being called. However, despite the ongoing uncertainty, the markets have surged in recent days.

Taking a step back, the S&P 500 fell for a second straight month in October, paring back more of the year’s gains. Major contributors to the month’s volatility included dwindling prospects for a second round of fiscal stimulus, growing worry about rising COVID-19 cases, and of course the election.1

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