News
Watch out for the payment scam on Zelle
We ran across this information and wanted to make sure you were aware of the current payment scam happening on Zelle. It is not the first, nor will it be the last scam using an online payment system…..so if you aren’t sure about where your money is going, err on the side of caution and…
Read MoreCongratulations Taeya Lauer
Congratulations Taeya Lauer, wealth advisor, on your directors club award. Keep up the good work.
Read MoreHow have stocks fared in September?
Many studies have shown the last quarter of the year to be a good one for stocks, but what about September? My best guess is that we might be in for rough ride for the next 30 day, please read this update from the LPL research team for some insight. https://lplresearch.com/2022/09/01/scary-september-seasonals/#more-25534
Read MoreTesla and Palo Alto Networks Announce Stock Split
Tesla Announces Stock Split You may have heard the news that Tesla has announced a 3 for 1 split. This news was announced at the annual meeting on August 4, 2022. Trading began on a split-adjusted basis on August 25th, 2022. Often, companies choose to split their stocks to increase liquidity and to reduce the…
Read MoreFAQ’s About Recessions
We have been hearing a lot about a potential recession lately, so I thought it would be a good time to answer some basic questions, like what defines a recession? And how have markets fared in past recessions? Please see this blog from the folks at LPL Research for a good discussion on this topic.…
Read MoreLPL Focus Conference
At Pacific Coast we strive to keep educating ourselves to better help our clients. This past week Gina and Annie attended an LPL Focus conference in Denver. They enjoyed meeting all kinds of wonderful people in the LPL world. It was a great opportunity to learn about the economy and Global/Real Estate market.
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