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Stonewater Financial’s collaborator Ryan Isherwood presents: Note: This article was written by Ryan Isherwood, CFA, CMT & Founder of Significance Capital Management in collaboration with Stonewater Financial. Q3 was a continuation of the momentum we have seen in...
Introduction Navigating the financial landscape can be daunting, especially in a city as dynamic as Los Angeles. Whether you’re planning for retirement, building wealth, managing substantial assets, or leaving a legacy, having a trusted financial advisor by your side...
When building an investment portfolio, one of the most common questions is: "How many stocks should a portfolio have?" The answer isn't one-size-fits-all, and it depends on several factors, including portfolio size, investment goals, and risk tolerance. In this...
The Federal Reserve's recent decision to cut its benchmark interest rate by 0.50%. One question that frequently arises during periods of falling interest rates is: “Is it the right time to move cash into stocks?” While the answer depends on individual circumstances,...
In Collaboration with Ryan Isherwood, CFA, CMT Recent economic indicators have painted a nuanced picture of the American economy. With job numbers slowing down and companies releasing their latest earnings reports, we now have a clearer view of how different segments...
As we approach the 2024 presidential election, the economic policies of potential candidates are coming under scrutiny. This post compares the economic agendas of Donald Trump and Kamala Harris, highlighting their contrasting approaches to taxation, trade, regulation,...