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Tuesday, April 16, 2024

Higher Ground: First Quarter Market Review and Outlook Takeaways The U.S. economy continued to show resilience despite elevated inflation and high interest rates, dampening expectations of interest-rate cuts The broad stock market...

Thursday, April 11, 2024

In the first quarter of this year, the S&P 500 had an impressive start, ending the quarter up over 10%, its strongest first quarter since 2019. Find out what else happened in this week’s Money with Murphy.

Wednesday, April 3, 2024

Since January 1, the average price of a gallon of gas in the US has jumped 14%, denting many consumers’ wallets & complicating the Federal Reserve's inflation control efforts. Kara Murphy shares her thoughts in this week’s Money with Murphy

Wednesday, March 27, 2024

Last week, the Federal Reserve announced no change to interest rates and threw water on any hopes for a rate cut at its next meeting in May. So why the newfound caution? Find out in this week’s Markets in a Minute.

Tuesday, March 19, 2024

For the first time in 17 years, the Bank of Japan (“BoJ”) hiked its target interest rate from -0.1% to 0-0.1%, effectively ending its unique policy of maintaining negative interest rates...

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Tuesday, March 12, 2024

Corporate earnings grew by 4% compared to the previous year, with nearly 75% of companies reporting earnings that were better than expected.  Kara discusses what other trends stood out in this week’s Money with Murphy.

Monday, March 11, 2024

Risks in the Red Sea In November, the Houthi terrorist group began attacks on shipping vessels in the Red Sea in response to Israeli counter attacks to Hamas in the Gaza strip, disrupting maritime traffic and causing delayed shipping...

Wednesday, February 21, 2024

Over the course of 2023, 7 of the largest stocks in the United States collectively doubled in value, earning the moniker, “The Magnificent 7.” After such impressive performance, what comes next? Read more in this week’s Markets in a Minute.

Tuesday, February 13, 2024

Can the Super Bowl predict the stock market? Kara Murphy describes historical trends and highlights a new variable previously unaccounted for in Leonard Koppett’s analysis in this week’s Money with Murphy.

Wednesday, January 31, 2024

History Lessons: Market Performance in Presidential Election Years   Election Angst It’s no secret that presidential elections are a source of anxiety for many investors, and that’s understandable. For starters,...

Tuesday, January 23, 2024

Let’s talk about bitcoin. On January 10, the SEC approved the long-awaited listing and trading of 11 spot bitcoin exchange traded products. What exactly does this mean for investors?

Wednesday, January 17, 2024

Seemingly against all odds, 2023 shaped up to be an impressive year for risk assets, especially for the small group of S&P 500 names that drove equity-market returns. As we head into a new year, the question is...

Wednesday, January 10, 2024

2023 was full of surprises for investors. Some of the most heard predictions for the year actually never materialized at all. So, after last year’s pretty exceptional performance, what can we expect for 2024?

Tuesday, December 12, 2023

2023 was an eventful year across many areas of the economy and the market. In this week’s Money with Murphy, watch a medley of our top clips from the most discussed topics in 2023.

Tuesday, December 5, 2023

This year, holiday festivities appear to be starting a little early. Watch this week’s Money with Murphy to learn what brought Santa Claus to town ahead of schedule and whether he is likely to stick around.

Wednesday, November 29, 2023

Higher interest rates have taken a toll on real estate, one of the most rate-sensitive sectors of the economy. Yet not all areas of this critical sector have performed the same way. Read on for a look at how residential and commercial real

Tuesday, November 21, 2023

The Impact of Rising Interest Rates Over a year and a half ago, the Federal Reserve began raising the fed funds rate in an effort to slow inflation, which had reached rates not seen in decades. Since then, inflation has subsided...

Wednesday, November 1, 2023

Money with Murphy: Earnings Season: An Unusual Trend Despite corporate earnings improving over the quarter, stocks are still getting punished. At the end of October, of the nearly 50% of companies in the S&P 500 who had reported...

Thursday, October 26, 2023

In contrast w/ Q2, Q3 performance was lackluster across a variety of asset classes. Read this week’s Markets in a Minute for a performance overview in the equity & fixed income markets & areas of potential opportunity in the months to come.

Tuesday, October 17, 2023

After a surprisingly strong start to the year, the third quarter was a little less rosy. For more detail on what happened in Q3 and where we are seeking opportunity in Q4, watch this week’s Money with Murphy.

Thursday, October 12, 2023

On Saturday, October 7, 2023, the world witnessed a dramatic turn of events as the militant group Hamas launched a coordinated attack on Israel by air, land, and sea. Our hearts go out to those directly and indirectly affected.

Wednesday, October 11, 2023

With the federally mandated pause on student loan repayments expiring this month, borrowers are now responsible for resuming payments on an astonishing $1.7 trillion in outstanding debt. Read more in this week’s Markets in a Minute.

Tuesday, September 26, 2023

With car prices already high, energy prices climbing, and wages in aggregate already rising faster than the Federal Reserve is comfortable with, what impact will the United Auto Workers strike have on the broader economy?

Tuesday, September 26, 2023

The price of a gallon of gas has increased by 20% year-to-date. What’s driving the recent price increases, and what impact is costlier gas likely to have on the U.S. consumer, and consequently, the markets?Watch this week’s Money with Murpy

Thursday, August 31, 2023

“Monetary actions affect economic conditions only after a lag that is both long and variable.” - Milton Friedman, winner Nobel Prize for Economic Sciences   Today we so often hear central bankers discuss “long...

Wednesday, August 23, 2023

Late last year, China swiftly ended its zero-Covid policy. With that, many Chinese and foreigners alike predicted a swift resumption of economic growth. Reality, though, has been far different. Watch this week’s Money with Murphy...

Wednesday, August 16, 2023

Like every previous election, the state of the economy and financial markets will be a hot topic of debate among voters and candidates alike. But how do the markets perform in the year of a Presidential election? How will it impact market

Thursday, August 10, 2023

With the introduction of ChatGPT and other tools that harness artificial intelligence, a new technological revolution has begun, like it or not. How might recent AI innovations impact the markets, for better or for worse? Read this...

Wednesday, August 9, 2023

Money with Murphy: What’s Driving the Increase in Long-Term Interest Rates? Last week’s Fitch Ratings downgrade and shift in interest rates brought the ten-year Treasury yield to almost 4.2%. While the Federal Reserve...

Tuesday, June 27, 2023

Over the weekend, Russian president Vladimir Putin faced a rebellion from one of his closest allies, Yevgeny Prigozhin. What does this mean for the global economy and markets? Hear Kara’s view in this week’s Money with Murphy.

Tuesday, June 13, 2023

Watch this week’s Money with Murphy to learn about recent rapid market shifts and how to capture the benefits of holding top performers over time.

Tuesday, June 6, 2023

Staying disciplined and sticking to a financial plan during a bubble's upswing can take extraordinary discipline - even Isaac Newton couldn't do it! Read this week's How to Survive and Thrive During Financial Bubbles.

Tuesday, May 30, 2023

Over the last three months, the ten largest stocks in the index have gained over 9% (percent) while the ten smallest have declined by 10% (percent) – an enormous disparity. Get Kara’s take in this week’s Money with Murphy.

Wednesday, May 24, 2023

Despite access to investment platforms and educational resources being easier than ever, many investors are finding themselves more anxious about their financial situations. Learn how to stick with tried-and-true investment principles.

Tuesday, May 16, 2023

With the Fed rate hiking cycle potentially over, what’s happening elsewhere in the world? Kara takes a look at developed and frontier markets in this week’s Money with Murphy.

Tuesday, May 9, 2023

Could this be the first time in history that the U.S. defaults on its payments and challenges Hamilton’s legacy? How does the economic landscape shift if we do default? Let’s find out in this week’s Markets in a Minute.

Tuesday, May 2, 2023

As of May 1, about half of companies in the S&P 500 have reported earnings for the first calendar quarter of the year and we’ve seen some interesting developments. Watch this week’s Money with Murphy for more.

Monday, May 1, 2023

In this third installment of the “Fables” series, we look to Goldilocks for guidance on how to build the “just right” portfolio for clients. Read more in this week’s Markets in a Minute.

Friday, April 28, 2023

Last week we explored how “The Tortoise and the Hare” demonstrates the value of consistency and time, and so too can three charming little pigs show the importance of a diversified portfolio. Read more in this week’s Markets in a Minute.

Wednesday, April 12, 2023

Although the allure of making money overnight is incredibly hard to resist, in the long run, slow and steady wins the race. Read more about how time and patience are on investors’ side in this week’s Markets in a Minute.

Monday, April 10, 2023

Kara shares how recent production cuts differ from past ones and discusses their potential impact on the economy in this week’s Money with Murphy.

Tuesday, March 28, 2023

After many years of accelerated growth backed by low-interest rates, easy credit, and competitive lending, commercial real estate has become the latest area of concern for investors. Read more in this week’s Markets in a Minute.

Tuesday, March 21, 2023

Kara draws on her experience as a bank analyst during the global financial crisis and reviews lessons learned 15 years ago and what makes this time different in this week’s Money with Murphy.

Tuesday, March 14, 2023

Is the Banking System at Risk?On March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicon Valley Bank in order to protect depositors, marking a remarkably swift end to a bank that had been in business for...

Tuesday, March 7, 2023

China is finally reopening after years of rolling lockdowns. What impact will this have on the global economy? Watch this week’s Money with Murphy to get Kara’s take.

Wednesday, March 1, 2023

Inflation is looking stubbornly persistent, and the economy is stronger than expected. How much longer can the Fed stick with its current plan of attack? Kara breaks down recent inflation stats in this week’s Markets in a Minute.

Wednesday, February 15, 2023

Our original outlook for this year was titled “landing in turbulence.” More recently, though, some have suggested that we are headed for no landing. Kara parses apart what the various landing scenarios might mean for investors...

Thursday, February 9, 2023

Now that we are halfway through companies reporting their earnings for the fourth quarter of 2022, we can affirm that it’s not going great. Read this week's Markets in a Minute to see why that’s actually a good thing.

Tuesday, January 31, 2023

Markets in a Minute: Debt Ceiling Here we go again. Democrats and Republicans are locked in a pitched battle over what used to be a fairly routine matter: raising the debt ceiling. While previous incidents have always ended in an...

Wednesday, January 25, 2023

The Fed appears to be winning the battle against inflation, but with the potential side effect of lower economic demand. What to do when headwinds plus tailwinds equals turbulence? Learn more in this week’s Money with Murphy.

Wednesday, January 18, 2023

Near-record inflation and both stock and bond market declines in 2022. An inverted yield curve and declining manufacturing activity in early 2023. How did we get here, where do we go next and, most importantly - what should investors do?

Tuesday, January 10, 2023

These down markets, though they feel treacherous, present disciplined investors with opportunities for long-term growth. Watch a mash-up of the past year in this week's Money with Murphy.

Thursday, December 22, 2022

While there are still a few days left in the year, 2022 is likely to go down in the history books as one of the toughest years for investors. Watch Kara put 2022 in its historical context in this week’s Money with Murphy.

Tuesday, December 20, 2022

We all know that Santa Claus is real, but what about the Santa Claus Rally? Read more about this mysterious phenomenon and our odds of seeing one this year in this week’s Markets in a Minute.

Wednesday, December 7, 2022

After three years of COVID concerns and supply chain disruptions, Americans are finally eager to spend this holiday season. What does this say about the health of the US consumer – and the market? Learn more in this week’s Money with Murphy

Tuesday, November 29, 2022

The recent failure of crypto-related business such as FTX has highlighted a void in regulatory oversight in the digital currency world. Read more about why a back to basics approach may serve investors best in our latest Markets in a Minute

Tuesday, November 15, 2022

With lower-than-expected inflation in the month of October, we may all be wondering if there are brighter economic days ahead. Read more about the impact of inflation and Fed rate increases on the economy in this week’s Markets...

Tuesday, November 8, 2022

In the 19 mid-term elections since World War II, the S&P 500 has risen by more than 14% in the subsequent year. Check out this week’s Money with Murphy to learn more.

Tuesday, November 1, 2022

Is investing in the stock market just like gambling in Las Vegas? While the answer to that question is a hard “no,” most investors don’t make the best of their investment odds. Read the latest Markets in a Minute...

Wednesday, October 26, 2022

This quarter, 72% of companies reported earnings higher than analysts’ expectations – but this rate is actually below average for the past 5 and 10 years. Hear Kara’s thoughts on Q3 earnings reports in the latest Money with Murphy.

Tuesday, October 18, 2022

In the third quarter of 2022, the S&P 500’s bear market reached ten months old, the Fed continued to tighten monetary policy as inflation accelerated, and recession predictions fill news headlines. Read the latest Markets in a Minute...

Wednesday, October 12, 2022

Recent headlines have been grim with the S&P 500 down more than 20% so far this year, having recently touched new lows. Learn more about these headlines in this week’s Money with Murphy

Wednesday, October 5, 2022

Are we headed toward a recession? The answer is, we’ll get there… eventually. Read on for the “road signs” that can help us estimate when we might arrive and what we can do before we get there.

Monday, October 3, 2022

Get out and grab a copy of the November Issue of Diablo magazine! The 2022 list of Five Star Wealth Managers is out and includes Laura Steinbeck! That makes TEN consecutive years Laura has received this honor! You can learn more here...

Wednesday, September 28, 2022

With some of the highest levels of volatility in many decades, bonds are having an existential crisis. Can bonds still play a valuable role in a portfolio? Find out more with this week's Money with Murphy.

Tuesday, September 20, 2022

As the S&P 500’s bear market completes its ninth month, two areas of the economy have experienced rapid changes: commodity price spikes coupled with impending shortages and a housing boom that is quickly petering out.

Wednesday, September 14, 2022

As we close out the summer months, we take a look at seasonality in the markets. How much should this matter to your portfolio? Watch the latest Money with Murphy to find out more.

Thursday, September 1, 2022

In this week’s Markets in a Minute, we discuss what volatility among stocks and bonds means for your portfolio.

Tuesday, August 23, 2022

Even though we are entering the dog days of summer, the market is still open and can be subject to large price swings on low trading volumes. Watch the latest Money with Murphy discussing a few important events we’re focusing on in the upco

Thursday, August 18, 2022

The Inflation Reduction Act, which has been signed by the president and has passed the House, has been heralded as a major legislative victory for the Democratic party. But will it really matter for the economy or the markets?

Thursday, August 11, 2022

Last week we got word that the U.S. economy had contracted for the second quarter in a row. With a weaker economy, the next question is, what will happen to earnings? In this week’s Money with Murphy, I talk about corporate earnings.

Thursday, August 4, 2022

As economic growth cools and inflation heats up, we are hearing more about recessions. Let’s talk recession and what’s happening with the latest GDP report.

Tuesday, July 19, 2022

So far, 2022 has brought surges in inflation fueled by war in Europe, monetary tightening and slower economic growth. Our 2022 theme of downshifting, or slowing of growth, is certainly coming to fruition. Read the latest Markets in a Minute

Tuesday, July 12, 2022

Our 2022 theme of downshifting, or slowing of growth, is certainly coming to fruition as we close out the first half of the year. Watch the latest Money with Murphy for some insight into what we are watching and what to keep in mind...

Tuesday, June 28, 2022

Markets have had a damaging start to the year, with stocks and bonds both down year-to-date. What has driven this latest bout of negativity? In a word: inflation. Watch my latest Money with Murphy for more.

Thursday, June 23, 2022

Lofty prices and higher mortgage rates are beginning to shake the foundation of the single-family housing market. Are we headed for a 2008-style correction? Read the latest Markets in a Minute for our take on what’s next.

Wednesday, June 15, 2022

The S&P 500 is now officially in a bear market. Listen to the latest Money with Murphy about what not to do.

Tuesday, June 7, 2022

What’s there to like about a down market? Several things, actually. Read the latest to learn about opportunities to potentially enhance long-term returns, reduce portfolio risk and lower your tax bill when markets take a turn for the worse.

Wednesday, May 25, 2022

After a long stretch of torrid price appreciation, the U.S. market is at a crossroads. Where does it go from here? Watch the latest Money with Murphy for our take on that question.

Thursday, May 19, 2022

Trying to make sense of cryptos? Listen to the latest Money With Murphy for thoughts on volatility in the crypto world and why investors might want to take a “back to basics” approach to their portfolios.

Tuesday, May 10, 2022

Markets in a Minute: Market Volatility Stock and bond markets have had a wild ride. What’s driving this recent volatility and what’s an investor to do? Read the latest Markets in a Minute for a back-to-basics playbook for volatile markets.

Tuesday, May 3, 2022

As economic growth cools and inflation heats up, we are hearing more comparisons with the 1970s and 80s. Let’s talk stagflation and why today’s economy and market are different in this week’s Money with Murphy.

Wednesday, April 27, 2022

A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021? We continue to be in the downshifting camp. Read the latest Markets in a Minute...

Monday, April 25, 2022

The first quarter’s rocky start certainly aligned with our 2022 outlook-themed “downshifting.” Watch this week’s Money with Murphy to learn more about where we go from here and what we are currently seeing.

Tuesday, April 5, 2022

The yield curve is a term frequently used in the financial press. In this week’s video, I talk about what it is and what it’s telling us.

Wednesday, March 23, 2022

After two years of rock-bottom rates, the Federal Reserve has commenced lift off. So, what does this mean for the economy, and, more importantly, for your portfolio?

Friday, March 18, 2022

We are excited to announce the hiring of Glenn Bittner.  Glenn will be joining our Financial Advisor Team and we believe his role at Pacific Wealth Planning, Inc. will enhance our continued commitment to our clients’ success.

Tuesday, March 15, 2022

With the war in Ukraine approaching its one-month mark and inflationary pressures rising, many investors are asking: What’s there to feel good about? The Fed is mulling the same question as it contemplates its next steps. My latest Markets

Wednesday, March 9, 2022

Money with Murphy – Ukraine The war in Ukraine is in its second week. In my latest Money with Murphy, I talk about the most pronounced market impacts and share some suggestions for how you can help from a humanitarian perspective.

Wednesday, March 2, 2022

The Russian invasion of Ukraine has humanitarian and geopolitical consequences but what are the implications for the global economy and equities? My latest Markets in a Minute explores this question and more

Thursday, February 24, 2022

The Ukraine-Russia crisis has recently taken over the headlines. In today’s Money with Murphy, I take a look back to what brought us here and why investors should care.  

Wednesday, February 16, 2022

With inflation hotter than expected and spreading beyond pandemic-affected industries, the Fed appears poised to take more aggressive steps to rein in price increases. What does that mean for stocks? Read my latest Markets in a Minute for a

Thursday, January 27, 2022

Our 2022 theme of downshifting, or slowing of growth, is certainly coming to fruition less than a month into the new year. Watch the latest Money with Murphy for some insight into what we are watching and what to keep in mind when making in

Monday, October 25, 2021

We are pleased to announce that our very own Laura Steinbeck is being recognized by the San Ramon Chamber of Commerce as their 2021 Business Person of the Year given her significant contribution to the community. See press release...

Wednesday, October 20, 2021

Money with Murphy – Octoberphobia: Seasonal Market Patterns What do Octoberphobia, bear killer, and Santa Claus all mean for your portfolio? Watch this short video to learn more about the seasonal patterns of the fourth quarter.

Thursday, October 14, 2021

Markets in a Minute: Crypocurrency Is it wise to invest in Bitcoin and other cryptocurrencies? The question has been hotly debated across kitchen tables, institutional boardrooms, and even among financial advisors and their clients. As...

Tuesday, October 5, 2021

Markets in a Minute: Debt Ceiling The current showdown in Congress over raising the debt ceiling has high economic stakes. But it’s worth recalling that we’ve been down this road before, and the federal government has...

Wednesday, September 22, 2021

Money with Murphy: Are We in the Midst of a Housing Bubble? Watch the latest Money with Murphy video for insight on what caused the increase in home prices and what we can expect.

Wednesday, September 15, 2021

We are pleased to announce Five Star award winner Laura Steinbeck’s appearance in a Women in Wealth special section in the October/November 2021 issue of Fortune magazine. Laura was named a Five Star award winner in 2021 for the...

Tuesday, September 14, 2021

Even with its September slump, the equity market has staged a remarkable comeback from its pandemic lows. But, with equity valuations near historic highs, many investors are asking: Is this as good as it gets? Not likely, given the...

Thursday, August 12, 2021

Money with Murphy: Labor Market & the Fed A flurry of data on the labor market has people wondering what impact it will have on Federal Reserve policy. Tune into the latest edition of Money with Murphy for more on the topic.

Wednesday, August 4, 2021

Markets in a Minute from Kara Murphy, CFA® The economy grew at a torrid pace in the first half of the year. While the second half will likely see some slowing, earnings should continue to grow, partly offset by a contraction in...

Saturday, May 1, 2021

We are excited to announce our Ribbon Cutting Ceremony on our 1 Year Anniversary. So Please Join us in celebrating this momentous occasion.

Thursday, April 15, 2021

Stay Tuned....