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Equity Winners and Losers in 2020

Submitted by CalBay Investments, Inc. on January 7th, 2021

 2020 was a good year for stock investors despite unprecedented challenges.

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4 More Years of Dollar Weakness?

Submitted by CalBay Investments, Inc. on December 15th, 2020

Back in July, we wrote in our July 23 LPL Research blog that dollar weakness may continue, highlighting a short-term bearish technical case for the US dollar. Since then, the Bloomberg US Dollar Index and the US Dollar Index (DXY) are down 5.3% and 4.1%, respectively.

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End of Year (EOY) Deadlines Checklist

Submitted by CalBay Investments, Inc. on December 10th, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything, meeting these deadlines and getting tax efficiencies in place now may help the rest of the year run more smoothly.

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Surviving the Holiday Season Debt-Free

Submitted by CalBay Investments, Inc. on December 4th, 2020

With the holiday season just around the corner, you may be ready to get a jump on your holiday shopping. Unfortunately, for many, holiday shopping easily gets out of control. When you are in the giving spirit, you may find yourself racking up debt rather quickly. When this happens, you are then left to deal with eliminating that debt and often paying interest.

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Treasury Yields After Recessions End

Submitted by CalBay Investments, Inc. on November 24th, 2020

It may be a year or more before the end of the recession is officially called, but gauging from the growth we’ve seen since April, it may already be over. If that’s true, it’s a good time to take a look at what US Treasury yields do early in a new economic cycle.

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Is Long-Term Care Insurance a Good Idea?

Submitted by CalBay Investments, Inc. on November 13th, 2020

There is a good possibility that you or your spouse will eventually require some form of long-term care (LTC). According to the Centers for Medicare & Medicaid Services, at least 70% of people aged 65 or older will require some form of long-term care services and support during their lives.1

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End of Year Planning: Set Goals and Reduce Taxes

Submitted by CalBay Investments, Inc. on November 4th, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you.

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An Election Pattern You Might Not Know About

Submitted by CalBay Investments, Inc. on October 30th, 2020

With Election Day a mere five days away, we at LPL Research thought we would add one last election forecaster to the mix of what we’ve presented over the last several months—as much because of what it might tell us about the American electorate as what it might tell us about the election.

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COVID Surge Stalling Europe’s Recovery

Submitted by CalBay Investments, Inc. on October 15th, 2020

We continue to monitor real-time COVID-19 and economic data to provide insight into how the pandemic is affecting economies around the world. Traditional economic data sometimes can be too slow to pick up the changes that are occurring. Today we focus on Europe.

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12 Estate Planning Must-Dos

Submitted by CalBay Investments, Inc. on October 9th, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review.

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