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CalBay Investments | Jan 14, 2020

Healthy But Manageable Consumer Inflation

CalBay Investments
Market Research

Consumer inflationary pressures grew at a healthy, but manageable rate in December 2019.

The core Consumer Price Index (CPI), which excludes food and energy

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Brody Kane | Jan 8, 2020

Dealing with Life’s Transitional Moments

CalBay Investments

Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that

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CalBay Investments | Jan 8, 2020

Six Ways a Budget Can Help Boost Savings

Budgeting
CalBay Investments
Savings

At some point in your life, you probably have heard about the importance of developing a budget. But, why is a budget so important? Perhaps you simply spend

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CalBay Investments | Dec 18, 2019

Don’t Fear the Repo

CalBay Investments
Market Research

The fourth quarter is winding down, and investors are getting nervous that volatility in the short-term lending market could flare up once again.

Rates on

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Brody Kane | Dec 9, 2019

The Financial Fitness Challenge: Tips for Strengthening Your Financial Health

CalBay Investments

Diet books. Fitness apps. Live-streamed exercise classes. They all tell you the same thing: Maintaining good physical health requires discipline and adherence

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Brody Kane | Dec 9, 2019

Developing a Successful Business Plan

CalBay Investments
financial planning

A well-crafted business plan can be a blueprint for success. This multifaceted tool is as important to established business owners looking to grow their

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Brody Kane | Dec 4, 2019

Bringing Markets Into Focus in Outlook 2020

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy.

As we look forward to the year 2020 and a new decade, some key trends and market

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CalBay Investments | Nov 27, 2019

Small Caps Join the Party

CalBay Investments

It took nearly 15 months, but the Russell 2000 Index finally broke out to a new 52-week high. On November 25, the Russell 2000 gained an impressive 2.1% to

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CalBay Investments | Nov 14, 2019

Moderate But Manageable Inflation

CalBay Investments

Consumer inflation continued at a moderate, but manageable, pace in October.

As shown in the LPL Chart of the Day, the core Consumer Price Index (CPI), which

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Brody Kane | Nov 5, 2019

A New Chapter for Retirement

CalBay Investments
retirement

John F. Kennedy once said, "Change is the law of life. And those who look only to the past or present are certain to miss the future." This is certainly true of

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CalBay Investments | Oct 16, 2019

Light at the End of the Brexit Tunnel

CalBay Investments
Market Research

The debate over the United Kingdom’s (U.K.) withdrawal from the European Union (EU), or Brexit, is reaching another milepost in what could be an action-packed

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CalBay Investments | Oct 2, 2019

Is October Really Scary?

CalBay Investments
Market Research

Just like that, the S&P 500 Index fell more than 1% on the first day of October. The rough start has many investors on edge, as October is known for spectacular

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Danville Office

500 La Gonda Way, Suite 280
Danville, CA 94526

P | 925-743-3360
F | 925-743-3363

Santa Clara Office

2880 Lakeside Drive, Suite 100
Santa Clara, CA 95054

P | 408-986-0898
F | 408-986-1610

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Sacramento, CA 95864

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The Financial Consultants of CalBay Investments are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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