Ashley Curiel - Golden State Wealth Management

09/29/2023

03/13/2023

Silicon Valley Bank fell into FDIC receivership on Friday, followed by Signature Bank in New York on Sunday. Many of us are reminded of the 2008 financial crisis and are left wondering if a similar situation is unfolding now. Please find the LPL Research blog article that explains what led to the failure of these two banks, and why we are not likely looking at a widespread banking issue. Please don't hesitate to contact me to discuss further!

Monday, March 13, 2023

08/19/2022

The Inflation Reduction Act includes many health-care, energy-related, and other tax changes.

07/12/2022

**Fresh off the press is the 2022 MidYear Outlook from LPL Financial**

Analysts provide their views on the stock & bond market, inflation, midterm elections, and more!

Please reach out with any questions!

Navigating Turbulence

05/25/2022

This short read does a terrific job summarizing some of the key issues impacting the economy today. It is a great time to be re-evaluating your investment allocation, as what worked pre-pandemic, or even during the pandemic, may not be what works going forward. Please reach out to our office if you have any questions or would like to review your portfolio!

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04/30/2022

Ignore the Headline: Focus on Business Investment

Thursday, April 28, 2022 The U.S. economy shrank at an annualized rate of -1.4% in Q1, partially hindered by the COVID-19 Omicron variant during the first month of the year, but mainly due to a huge trade deficit. Underlying demand from both consumers and businesses was quite resilient, given the he...

03/31/2022

There are some steps you can take to help mitigate the effect of higher rates on your portfolio.

03/03/2022

Six Things to Know about Russian Sanctions and SWIFT

Monday, February 28, 2022 After weeks of intense multilateral diplomacy, the U.S., Canada, the European Union, and the U.K. unleashed powerful economic sanctions against Russia over the weekend that have sent its economy reeling. As shown in the LPL Chart of the Day, the Russian ruble has collapsed....

02/03/2022

What A Big Down Month For Stocks In January Could Mean

Tuesday, February 1, 2022 Stocks made a new all-time high on the first day of trading in 2022, but it was a very rough month from there. In the end, the S&P 500 Index lost 5.3% in January, for ...

01/06/2022

What Could Core Bond Investors Expect in 2022?

Tuesday, January 4, 2022 Fixed income investors aren't used to negative total returns for core fixed income (as measured by the Bloomberg U.S. Aggregate Bond Index) but that is exactly what happened in 2021. Last year, rising interest rates were a headwind to bond prices that more than offset the po...

12/06/2021

Here's what holiday shoppers can expect in 2021.