Pacific Excel Wealth Advisors @PacificExcel
Advisory services are offered through Pacific Excel Wealth Advisors, Inc. (PEWA) pacificexcel.com Walnut Creek, CA Joined March 2013-
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Interest Rate Volatility and Inflation Risk conta.cc/3CPcya9
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Update for client communication conta.cc/3OY1WYP
The stock market rally has been driven by a narrow group of stocks in 2023. Narrow leadership can persist for a while and be painful for investors with diversified portfolios as trends in markets shift over time. conta.cc/44F5qVQ
Happy Fourth of July! conta.cc/3NTwkDU conta.cc/3CVl6bI
Many investors are worried about a recession. Investors with longer time horizons, investing during a recession is unavoidable. For long-term investors staying invested matters more than a recession. conta.cc/42LncW0 conta.cc/3CwotFI
Interesting fact to go with the Holidays: Memorial day was originally set for May 30th, as that date did not mark the anniversary of any major battle. Congress later changed it to the last Monday of May in 1968. conta.cc/425yNig
We appreciate not only our own mothers, but all mothers who have played such a huge role in raising us, guiding us, nurturing us and making us the responsible adults we are today. We cherish each and every one you. Thank you! conta.cc/3VX8k5k
The government's borrowing limit is estimated to run out by early June. Investors should prepare for potential volatility as increased partisanship in Congress will potentially only be resolved at the final hour. conta.cc/3O1CLFx
Strategies to consider, Maximize Retirement Contributions to Traditional IRA's, Contribute to Charity, Defer Income, Take Deductions Early and Tax Loss Harvesting. conta.cc/3B7ArF6 conta.cc/3nDLWkA
Recap of the 1st quarter, 2023 and Market Outlook. 8 minutes and 17 seconds, enjoy :) conta.cc/3mYA8t6
WHERE ARE WE? • It’s been a strange start to 2023. It snowed at the Hollywood sign for the first time in 30 years. An AI chatbot tried to convince a New York Times writer to leave his wife. conta.cc/3KFL6vh
Investment Strategy: Where You Are Now vs. Where You're Headed pacificexcel.com/blog-01/invest…
Good Friday is in two days, hope everyone enjoys the holiday! conta.cc/3zBQ0nU
The Fed raised interest rates by 0.25%, meeting market expectations. They emphasized financial stability while acknowledging that inflation and growth have slowed. conta.cc/3JY4Fj8 conta.cc/3FJ2y0a
The FDIC took over Silicon Valley Bank (SVB) and Signature Bank last week. To boost the stability of the banking system, the government effectively protected all depositors in the banking system. conta.cc/3Fph9xI
Some Scams to be aware of in 2023. conta.cc/3LgVgnY conta.cc/3T5Oqn2
7 minutes and 43 seconds, enjoy :) conta.cc/3yrgCqY
Organization Tips to Help Take Time off Taxes pacificexcel.com/blog-01/organi…
We would like to wish everyone a Happy President's Day and hope you can all make the most of the holiday. “Always bear in mind that your own resolution to succeed is more important than any other.” — Abraham Lincoln conta.cc/3YAAEek
The US debt ceiling is not about future spending but instead is about paying past due bills. The US has never defaulted on its debt. conta.cc/3YzHsJe
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