Category: Fiduciary

RADIO SHOW with Bruce Sallan!

Listen to Partner, Jim Scheinberg talk about Family Financial Matters today at 11:00 am on Bruce Sallan’s Santa Barbara radio show! Tune…

Spring 2010 Market Commentary

“What goes down, must certainly come up…” …when you are coming out of a financial panic that is.  Many sit in awe…

Winter 09/10 Market Commentary

It was bound to happen.  With all the policy inputs on the economy and the meteoric rebound in the equity and credit…

Fall 2009 Market Commentary

As I stated in the Summer commentary, “‘the rapid appreciation of security values that we are witnessing today is completely and predictably…typical’”…

Summer 2009 Market Commentary

Who could help themselves from getting cautious and conservative in the Fourth Quarter of 2008 when the fires of the crisis were…

Spring 2009 Market Commentary

Solve for r (where r=recession). It wasn’t until March 24th that the full details of the Treasury’s plan were unveiled. The Public-Private Investment Program…

Winter 08/09 Market Commentary

If the first half of the Fourth quarter could be paralleled to a hurricane striking in the dark of the night, then…