Fresno Financial Advisor News: Technology Connections

At least one positive thing emerged from coronavirus lockdowns: A It wasn’t that long ago when the idea of talking back and forth with an electronic device to retrieve information would have been an impossible scene out of a science fiction movie. Now, Alexa, Siri and other personal digital assistants are prevalent in both households…

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Fresno Financial Consultant News: Investors Benefit From “Fee Wars”

From two-for-one buys to free shipping, consumers love saving money. The same is true for investors. Over the past 20 years, investors have become savvy at monitoring not only how much their portfolio earns, but how much they pay in management and other fees. This attention to cost has driven expenses down in the last…

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Fresno Financial Advisor News: The Millennial Economy

The millennial generation hasn’t had it so great. A recent economic analysis reports that since entering the workforce five to 20 years ago, the average millennial has experienced slower economic advancement than any other generation in U.S. history.1 It’s not just a matter of long periods of high unemployment. It’s also because getting that first “real”…

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Fresno Retirement Advisor News: Fixed Income vs. Stock Portfolio

Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some, vacation plans were canceled, and the normal level of entertainment activities and dining out have been curbed. If you’ve remained employed, chances are good you’ve…

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Fresno Financial Consultant News: Is the Economy Slowly, Silently Sliding?

Prospects for stock market growth have remained resiliently and optimistically cheerful this year, despite the nine-month-long pandemic. Unfortunately, the time may be at hand for a stock market price correction that better reflects the state of the global economy. The lack of ongoing fiscal stimulus which, even if passed, may not feasibly be able to…

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Fresno Retirement Consultant News: Investment Scams on the Rise

Overview In 2020, the U.S. Securities and Exchange Commission (SEC) issued an alert regarding a significant increase in investment scams. The sudden rise was attributed to the outbreak of the virus and subsequent market and economic declines. According to analysis of consumer complaint data by the Federal Trade Commission (FTC), there was a 70% upsurge…

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Fresno Financial Advisor News: The Shape of Economic Recovery

Overview Following the longest recorded economic expansion in history, the U.S. hit its peak in monthly economic activity in February 2020. And yet, this was quickly followed by two consecutive quarters of economic decline — thanks to the coronavirus invasion on U.S. shores. In fact, the second quarter of 2020 suffered the steepest quarterly drop…

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Fresno Financial Consultant: January 2021 Highlights

Fresno Financial Advisor News: What to Expect: A New Term In Washington Schedule Your Tele-Visit! Overview 2020 brought a very powerful pair of crises: A worldwide pandemic and the deepest recession since World War II. While most Americans have been affected in one way or another, the variance in impact on individual households is staggering…

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