Well, it is definitely a lot of work, but it is also a lot of fun! There is never a dull moment in our house and I enjoy each new stage my four-year-old boys go through more than the last. The first two years were by far the toughest due to the sleep deprivation in year one and then trying to keep two bruise-prone toddlers safe in year two.
“Who here wants to learn about making money?” This is the opening line that our very own Senior Wealth Advisor, Peter Burnham, CFP®, has used over the last three years when teaching underprivileged high school students in Washington, D.C. about the basics of money and investing.
As we prepare for the 4th of July festivities, I wanted to share what has been my favorite 4th of July destination since I was a kid. The Balboa Peninsula in Newport Beach, CA.
Over the last week, the S&P 500 retreated 47 points or -1.22% as of Thursday’s market close. However, the index has remained positive with an increase of 3.25 points or 1.60% year-to-date.
Located in Boca Park Fashion Village in Las Vegas, NV Surevest clients, Seifu Haile and Messert Zeleke run Bistro Blends of Napa Valley Inc.
As the week comes to an end, there are two items that are worth noting. The first is regarding our economy and continuing escalation of global tariffs. The second is a sector rotation shift that has been identified in U.S. markets.
Director of Trading and Research, Luis Galdamez, recently celebrated a graduation for his wife, Denise who, received her Bachelor’s of Science in Nursing degree from California State University Dominguez Hills.