Market Returns: Source: Morningstar Direct Table 1 Market Commentary: As referenced in table 1, Quarter 3 saw a cooldown in global indices outside of the energy markets. This marked a reversal from the first half of the year where the NASDAQ was up over 30% due to AI craze...
Israel-Hamas War We are heartbroken about the ongoing situation between Israel and Hamas and certainly hope for peace as quickly as possible. Below is a summary of the ongoing conflict and our take on relevant portfolio observations. As always, we are vigilantly monitoring the evolving situation. On...
Mid-Year Review: Staying Focused as Markets Shift The first half of the year has given investors plenty to process; from banking turmoil to an increasingly inverted yield curve, to the debt ceiling debate. Inflation has continued to retreat from last year’s four-decade high, with a 12-month...
Q: Rick & Shelley, please tell us a little about yourselves and your business: A: BEC was established in 1995 by both Rick and Shelley Taylor. We met in 1990 in Mammoth Lakes enjoying one of our passions, snow skiing. We have three (3) children and six...
Q: Please tell us about your business: A: Established in 1949 by Lloyd Olson, Crenshaw Lumber Co., Inc. has been successfully serving the professional contractor in the greater Los Angeles area since its inception. Brothers Larry and Lindsay Olson now run the family business throughout Southern California....
UCLA Alumni Dave Penniall and Vanessa Burnett Honored for Their Outstanding Contributions The UCLA Alumni Association is proud to announce Bridge Advisory as one of the distinguished companies featured in the 2023 Bruin Business 100 under Financial Services. The annual recognition celebrates the entrepreneurial spirit and...
Take It To The Bank As we discussed in our January newsletter “The level of support the Federal Reserve provided to the markets and our economy in 2020 and 2021 was unprecedented, and the withdrawal of this support and its effect on the markets is a...
A Peak Into the Past for Some Insight to the Future? As we open the chapter to another year, many of us are wondering if the S&P 500 will experience another negative year, for a second year in a row. Since 1928, this has occurred four...
Jim is one of the founding members of Arroyo Insurance Services since its inception in 1983. He is well versed both in Employee Benefits and Property & Casualty. He has developed specific Risk Management services for healthcare companies and has worked with several of the...
The Social Security press office announced on October 13, 2022 an 8.7% increase in benefits starting in January 2023. The 8.7% increase is the annual cost-of-living adjustment (COLA). The Social Security Act ties the annual COLA to the increase in the Consumer Price Index as...
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