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Brody Kane | Jul 17, 2019

The Dow’s Hot July

CalBay Investments
Market Research
Market Update

Blue chip stocks have been on a tear this month.

The Dow Jones Industrial Average (Dow) has risen 2.8% in July, the best performer of the four benchmark stock

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Brody Kane | Jul 10, 2019

Strong Jobs Rattle Bond Investors

CalBay Investments
Market Update

The June jobs report was solid.

Nonfarm payrolls rose 224,000, according to data released July 5. As shown in the LPL Chart of the Day, Strong June Payrolls

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Brody Kane | Jul 9, 2019

Social Security Retirement Benefit Basics

CalBay Investments
Retirement Benefits
Social Security

Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've

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CalBay Investments | Jul 9, 2019

Protecting Your Savings and Investments

CalBay Investments
Savings

In the wake of turbulence in the financial markets, it's worth reviewing the legal protections available for assets held by banks, credit unions, and securities

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Brody Kane | Jul 3, 2019

Happy Birthday, And Another Record Goes Down

CalBay Investments
Market Update

“If you’re looking for something to discuss at your barbecue while watching fireworks, be sure to mention this is now the oldest economic cycle in history at

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Brody Kane | Jun 26, 2019

LPL Research Midyear Outlook 2019

CalBay Investments

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with

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Brody Kane | Jun 19, 2019

Historical Perspectives on Initial Fed Rate Cuts

CalBay Investments
Market Research

Stocks have benefited recently from increasing hopes of a Federal Reserve (Fed) rate cut, pulling the S&P 500 Index back to within 2% of its record high set

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Brody Kane | Jun 12, 2019

Sentiment Stands Strong

Business
LPL Research
Market Update

Business confidence surged in May despite renewed uncertainty in the U.S.-China trade dispute. As shown in the LPL Chart of the Day, “Business Optimism Surges

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Brody Kane | Jun 4, 2019

Life Insurance: Is It Missing From Your Plan?

CalBay Investments
financial planning
Insurance
Life Insurance
Term Life

Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members

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Brody Kane | Jun 4, 2019

Investing for Major Financial Goals

CalBay Investments
financial goals
financial planning
investments

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to

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Brody Kane | Jun 4, 2019

Adding a Personal Backup With a Living Trust

CalBay Investments
estate management
financial planning
Living trust

The managers of well-run businesses usually name "backups" to keep things going smoothly -- just in case. That's also a smart plan for your personal finances

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Brody Kane | Apr 14, 2017

How Much Risk Can You Afford?

CalBay Investments
financial advisor
investments
retirement
risk

 All investments come with some level of risk. When you entrust your money to the market, you risk losing all of it or accumulating very small gains if your

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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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3425 American River Drive
Sacramento, CA 95864

P | 925-743-3360

Toll Free | 800-722-4829

     

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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