Financial News

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Fresno Financial Advisor News: Market Trends to Watch

March 23, 2020

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our investment and insurance goals…

Fresno Financial Advisor News: Potential Impact of U.S. Tension With Iran

March 21, 2020

Overview Today, Iran is the seventh-largest crude oil producer in the world. It is reported to possess about 13% of the world’s oil reserves and currently generates more than 4 million barrels per day. However, that represents only 4% of the world’s total production. The sanctions that President Donald Trump re-imposed on the country last…

Fresno Financial Advisor News: 2020 Tax Changes: What You Need to Know

March 20, 2020

Overview In November 2019, the Internal Revenue Service announced inflation adjustments for more than 60 provisions for the 2020 tax year. The following is a guide for changes that will affect the greatest number of taxpayers. “While it’s been more than a year since the Tax Cuts and Jobs Act went into full effect, many…

Fresno Financial Advisor News: Savings Strategies for Travel, at Home or Abroad

March 4, 2020

Here’s an idea for restless young adults and adventurous retirees alike: Get paid to live in Italy. The region of Molise, east of Rome, has more than 100 underpopulated villages that are fading away due to migration to larger cities. These communities — some are walled, medieval towns set among olive groves and green pastures…

Fresno Financial Advisor News: Credit Cards: News, Trends and Tips

March 3, 2020

Sometimes it feels as though we don’t learn from our past financial mistakes. Back in 2008, as a contributor to the recession, consumer debt reached a record high of $12.68 trillion. As of the end of the second quarter in 2019, Americans surpassed that number by $1.2 trillion; we now stand at $13.86 trillion in…

Fresno Financial Advisor News: Anticipating Retirement During Changing Times

March 2, 2020

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth to five children in her lifetime; by 2017, that ratio had dropped to 2.4 children per woman. Meanwhile, our life expectancy has increased around the…

Fresno Financial Advisor News: Learn How to Chill in Retirement

March 1, 2020

If you are retired or planning to retire soon, you may still have some work to do. For example, it’s smart to have a readily accessible emergency savings fund that can pay for three to six months’ worth of living expenses, if necessary. You should also consider what insurance policies you may need to help…

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