Olga Garton, BFA

11/07/2022

Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled.

The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 percent.1

01/01/2022

A new year brings new thoughts, new ideas, new habits and new opportunities. What are your big plans for a new year?
#2021

12/25/2021

“But I heard him exclaim, as he drove out of sight: Merry Christmas to all, and to all a good night!” Enjoy the holiday with those you love!

08/11/2020

04/09/2020

A few words and thoughts for my friends and clients...

Just a few thoughts as we go through these times right along side you

03/25/2020

“Pay no attention to headlines in the paper or people on television or anything, but put aside a little money each month.”
-Warren Buffett

03/24/2020

IMPORTANT ONLINE RESOURCES:

Grocery Delivery Services:
Raleys Online https://shop.raleys.com/
Safeway Grocery Delivery https://www.safeway.com/shop/lp/delivery-by-safeway.html [safeway.com]
Nugget Market Contact your local store location for availability. They do provide designated senior shopping hours (Tuesdays & Thursdays from store opening to 8am)
Wal-Mart Grocery Delivery https://grocery.walmart.com/ [grocery.walmart.com]
Amazon Prime Now Grocery Delivery https://primenow.amazon.com/ [primenow.amazon.com]

Food Delivery Services:
Uber Eats https://www.ubereats.com/ [ubereats.com]
DoorDash https://www.doordash.com/ [doordash.com]
GrubHub https://www.grubhub.com/ [grubhub.com]
Postmates https://postmates.com/ [postmates.com]

CDC’s Official Website for COVID-19 Updates:
https://www.cdc.gov/coronavirus/2019-ncov/index.html [cdc.gov]

State of California’s Official COVID-19 Webpage:
https://covid19.ca.gov/

Tips for Working at Home:
https://www.npr.org/2020/03/15/815549926/8-tips-to-make-working-from-home-work-for-you [npr.org]
https://www.businessinsider.com/how-to-work-from-home-during-the-coronavirus-outbreak-2020-3 [businessinsider.com]
https://www.cbsnews.com/news/coronavirus-pandemic-tips-for-working-from-home/ [cbsnews.com]

Ideas and Free Educational Materials for Kids at Home:
Scholastic’s Free Learn at Home Program https://classroommagazines.scholastic.com/support/learnathome.html [classroommagazines.scholastic.com]

Khan Academy Free Learning https://docs.google.com/document/u/1/d/e/2PACX-1vSZhOdEPAWjUQpqDkVAlJrFwxxZ9Sa6zGOq0CNRms6Z7DZNq-tQWS3OhuVCUbh_-P-WmksHAzbsrk9d/pub [docs.google.com]

03/20/2020

In case you haven't heard, the tax filing deadline has been moved to July 15th.
During these stressful times it's important we take care of our health for ourselves, and for the sake of others.

03/19/2020

During times of emotional panic, it's important to remember your game plan and have a course of action. It is during these times, investors make emotional mistakes they regret later. So what should you do and watch for?

During moments of panic, investors make emotional mistakes they regret later. So what should you do and watch for?

03/10/2020

Midst the coronavirus and oil price war news, remember that good decisions are not made during moments of fear and panic.

“It is uncertainty-far more than disaster- that unnerves and weakens markets.” –Alexander Hamilton For the past two weeks, with the markets experiencing daily volatility, people are having...

01/15/2020

Integrity is associated with not lying and always telling the truth.

Transparency.

Doing the right thing when no one is looking.

For us, integrity also means doing the right thing when we don’t want to. It’s not fun to tell a client they will struggle in retirement, but it’s the right conversation to have. It’s not easy to deliver bad news or discuss portfolio performance when the market is down, but it’s the right thing to do.