Celebrity Estate Planning Mistakes and the Lessons We Can Learn from Them
We can learn lessons from celebrity estate planning mistakes so we can help maximize what we leave to our heirs.
How Does the Trump Tax Plan Affect Orange County Residents?
If you’re an Orange County resident, you’re probably asking yourself how the tax bill could possibly benefit you. Here are some potential benefits.
Do I Need Life Insurance in Retirement?
Some people should have life insurance in retirement; many don’t need it. Here’s how to determine if you do.
Bond Market Update
After a good year for bonds in 2017, with total returns of 4–5%, it has come as a bit of a surprise to see bond returns negative year-to-date in 2018.
Eclectic Associates the Title Sponsor for Biola Golf Tournament for 14th Year
Eclectic Associates made the call today for Biola University alumni and supporters to come out for a game of golf and to support the university’s scholarship and athletic programs.
Free “It’s Your Estate!” Course Helps People Stay in Control of Their Estate
“It’s Your Estate!” is an eight-week-long course that will meet Tuesday afternoons, Sept. 4 to Oct. 23, at the La Habra Community Center.
Free “It’s Your Money!” Course Helps People Stay in Control of Their Money
“It’s Your Money!” is an eight-week-long course that will meet Wednesday afternoons, Sept. 5 to Oct. 24, at the Fullerton Community Center.
2017 Tax Reform Update
You’ve probably seen that the House and Senate have passed their own versions of tax reform and will now try toarrive at a final form to put on the President’s desk for signature.
Answers About Required Minimum Distributions
As we talk with people, we find a lot of confusion around the required minimum distribution (RMD) rules. What is the RMD and how does it affect you?
Eclectic Associates Q3 2017 Client Letter
Enclosed are your investment reports for the third quarter of 2017. The quarter ended with US large cap stocks up 4.5% and small cap stocks up 6% as market volatility declined.
The Equifax Breach And You
We’ve had several clients ask about the Equifax data breach. Whether or not the Equifax website says that you may have been affected, the whole incident is obviously a concern.
Eclectic Associates 2016 Year-In-Review & 2017 Outlook
Every January, our advisors meet to review recent economic trends and investment returns. After we identify key factors, we develop our long-term investment outlook.
Eclectic Associates Q4 Client Letter
Overall, we’re pleased with investment returns in 2016, especially considering that the year began with the worst 10-day start for U.S. stocks in history.
Post Election Update
Predicting what effect President Trump will have on your finances for the next four years is nearly impossible, but we wanted to share some of our thoughts.
Eclectic Associates Q3 2016 Client Letter
Here is a copy of our Q3 client letter. As always, thank you for entrusting us with your financial lives. We take this responsibility very seriously and we consider it a privilege to serve you.
Spending In Retirement
As many of our clients are retired or nearing retirement, we at Eclectic Associates pay special attention to research in that area. A recent study by J.P. Morgan about spending was particularly interesting.
Eclectic Associates Quarterly Review Letter (Q2 2016)
Here is a copy of our Q2 client letter. As always, thank you for entrusting us with your financial lives. We take this responsibility very seriously and we consider it a privilege to serve you.
UK & EU: Brexit
As you’ve probably heard by now, Britain voted yesterday to leave the European Union. For a few reasons, this has roiled markets around the world, driving stock markets and other “risk assets” like oil and industrial commodities lower.
Quarterly Review
Around mid-February, markets began to turn around with no clear catalyst, as is often the case. Oil prices spiked higher, stock markets rallied, and the dollar declined.
2016 PIMCO All Asset Review
Four of Eclectic Associates’ advisors sat down with Brandon Kunz of Research Affiliates and Amita Sheth of PIMCO for an in-depth review of the PIMCO All Asset fund.