What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
John B. Petrick |
Friday, January 6, 2023
The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the market’s continued instability during 2022 and a resulting tough period for stock and bond prices...
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John B. Petrick |
Wednesday, December 7, 2022
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...
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Perennial Financial Services |
Monday, December 5, 2022
Perennial Financial Services, a national hybrid RIA with offices throughout Los Angeles and Orange County, as well as Arroyo Grande, Boise, Idaho, and Arizona, today announced the merger of Ford Financial Group, a hybrid RIA based in Fresno
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John B. Petrick |
Thursday, November 3, 2022
October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had...
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