Market Update: Q4 2024
Open Advisors Blog
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1M ago
So Far, So Good As 2024 began, some investors were likely anxious. Would stocks continue the powerful advance of 2023 or had they gotten ahead of themselves? It didn’t take long to find out. After about a week of drifting lower ..read more
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Market Update: Q4 2022
Open Advisors Blog
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6M ago
After more than a decade of strong returns across most asset classes, rarely interrupted by sustained declines, investments turned rocky in 2022. While in previous years markets did encounter their share of challenges, 2022 brought a ..read more
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Federal Tax Filing Extension for California Disaster Areas
Open Advisors Blog
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6M ago
Because of the recent and continuing storms, the IRS announced a blanket extension of the deadline for tax payments and for tax returns where the tax payment or the tax return is coming from an individual or a business located in the ..read more
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Key-Person Insurance: Small Business Life Line
Open Advisors Blog
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6M ago
Would you hesitate to buy fire insurance for your lab or office building?  Of course not. What about liability insurance in case someone slips on your steps?  Same answer.  But have you insured what could be your most ..read more
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Have You Considered All Your Options?
Open Advisors Blog
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6M ago
There is no shortage of available information in today’s world.  And while this information is empowering, it can also be unsafe.  This is true of all industries, but I’ll provide you a few examples as it relates ..read more
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Perspective on Recent Bank Closures
Open Advisors Blog
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6M ago
You have likely seen in the ongoing news that some bank closures have occurred in recent days.  As your financial partner, we are committed to following events that can affect you and your portfolio. Keeping our clients informed ..read more
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Market Update: Q2 2023
Open Advisors Blog
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6M ago
Over the past several years, the world has had its share of dramatic events. These include the global pandemic, continual political rancor, and the war in Ukraine. As if these events weren’t enough, investors have had to deal ..read more
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Market Update: Q3 2023
Open Advisors Blog
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6M ago
In the first half of 2023, stock indices mounted a strong recovery from the losses of 2022. Bond prices stabilized from last year’s disappointing returns as the Fed’s aggressive rate hikes appeared to be moving inflation ..read more
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Year-End Tax Planning Checklist
Open Advisors Blog
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6M ago
With year-end quickly approaching, it is time to think about moves that may help lower your tax bill for this year and next. As we come to the end of 2023, we witnessed a relatively quiet year regarding tax legislation, but 2022 was ..read more
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