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Don’t Fear the Repo

Submitted by CalBay Investments, Inc. on December 18th, 2019

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

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The Financial Fitness Challenge: Tips for Strengthening Your Financial Health

Submitted by CalBay Investments, Inc. on December 9th, 2019

Diet books. Fitness apps. Live-streamed exercise classes. They all tell you the same thing: Maintaining good physical health requires discipline and adherence to a few simple habits, such as eating wisely, getting enough sleep, and exercising regularly. But did you know that the same basic formula can also apply to achieving and managing financial fitness?

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Developing a Successful Business Plan

Submitted by CalBay Investments, Inc. on December 9th, 2019

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 companies as it is to budding entrepreneurs.

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Bringing Markets Into Focus in Outlook 2020

Submitted by CalBay Investments, Inc. on December 4th, 2019

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

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Small Caps Join the Party

Submitted by CalBay Investments, Inc. on November 27th, 2019

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 close at its highest level since October 2018.

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Moderate But Manageable Inflation

Submitted by CalBay Investments, Inc. on November 14th, 2019

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 excludes food and energy prices, rose 2.3% year over year in October. That’s slightly lower than September’s 2.4% year-over-year growth, which was the fastest pace of the economic cycle.

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A New Chapter for Retirement

Submitted by CalBay Investments, Inc. on November 5th, 2019

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 preparing for retirement. If we continue to expect that the ways of the past will see us through to our futures, we will be left behind.

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Your Home as a Source of Dollars in Retirement

Submitted by CalBay Investments, Inc. on November 5th, 2019

If you own a home, you may be wealthier than you think. The equity in your home could be one of your largest assets, especially if your mortgage has been paid down over the years or paid off. This home equity can be a valuable source of extra income during your retirement years.

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Light at the End of the Brexit Tunnel

Submitted by CalBay Investments, Inc. on October 16th, 2019

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 week.

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Is October Really Scary?

Submitted by CalBay Investments, Inc. on October 2nd, 2019

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 crashes—specifically 1929, 1987, and 2008.

On the flipside, September 2019 was historically calm for equity markets, as the S&P 500 didn’t fall 1% on a single day the entire month.

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