Dear Mr. Market

1. Westcore Fixed Income & Bond Market Interview

   Dear Mr. Market: We certainly spend a lot of time writing to you about the stock market and all the twists and turns it brings investors. Today, we have the pleasure of mixing things up a bit as we dive … Continue reading →

2. Fear Sells…until you stop buying it

   Dear Mr. Market: We wake up to you every day. Once the morning cup of coffee is poured, whether intentional or not, we constantly digest information for the next 16 hours. Most of us check our email, read and/or watch … Continue reading →

3. REITs: How to Potentially Increase Portfolio Returns without more Risk

   This article will give you a better understanding of why adding REITs into your portfolio could improve your diversification, dividends, and ultimately your portfolio performance. Continue reading →

4. 12 year-old baseball player helps Seal Beach financial advisor with 3 home runs!

   Dear Mr. Market: We typically write you letters to chew the fat about the stock market, the economy, and educational snippets on investing. Once in a while, however, it’s nice to learn about what goes on behind the scenes of … Continue reading →

5. March Madness: Final Four Investing Bracket 2017

   Check out how investing and March Madness correlate! Continue reading →

6. 6 Steps to overcome Investing Paralysis by Analysis

   Many people have trouble making decisions because of one simple thing... They can't get out of their own way. Do you suffer from paralysis by analysis? Continue reading →

7. Dean Foods: What did Santa wash down his cookies with?

   Sometimes the best stocks are the boring ones. Dean Foods (DF) is a stock that you most likely buy their products but don't know the company behind the brand. Continue reading →

8. Tax code changes in 2017, how will they impact you?

   Dear Mr. Market: You’ve posted some very impressive performance since Donald Trump’s victory in the recent presidential election. While the debate will continue in regards to what changes will take place with the new regime in Washington D.C., individuals are … Continue reading →

9. ‘Twas the Day of the Election…Stock market rally or sell-off?

     Dear Mr. Market: It’s that time of year again….here comes the holidays. One of the most famous Christmas poems ever begins like this: ‘Twas the night before Christmas, when all thro’ the house Not a creature was stirring, not … Continue reading →

10. Edward Jones: Behind the numbers and survey results

    Dear Mr. Market: Have you ever seen survey results that made you question the validity of the data? You don’t have to look far to find surveys that rank everything from blenders to vacuums these days. J.D. Power and Associates … Continue reading →