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Two sides to every story - Do you recognize the picture above? Do you know where this location is, or have you been there? It’s known as “Land’s End” on the tip of Baja California in Cabo San Lucas, Mexico…and it is one of the most beautiful natural beaches in the world. As the author of www.cabos.com, Luis Ernesto de la …

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Voting Ballot Elections and Markets - Key Takeaways Historically, a bear market and a recession have not served the incumbent party well during elections. Markets don’t see red or blue but simply green.  Since 1933, the markets, over the long-term, have gone up regardless of party affiliation, a sweeping win, or a divided party win.  The factors that will dictate the …

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Communicating Your Needs - There are certainties in life and they aren’t always the bright spots we look forward to. One of these is the aging and mortality of ourselves and our loved ones. As we age, a slow transition occurs. Those that you once took care of may be the same ones who will be taking care of …

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Two Dimensions of Building Wealth - Building wealth is more than just investing right.
Charting a Path Forward - While many of you have a little (or a lot of) extra time on your hands right now, let’s think about what advice you would have given yourself one year ago if you knew a global pandemic was going to hit at the beginning of 2020. You could also view this advice as the proverbial …

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Black Monday 1987 We’ve been here before – Don’t panic! - For anyone who’s been living under a rock since the first of the year, here’s some reasons why recent stock market volatility has picked up significantly: The spreading of Coronavirus and its effects on the economy. The Democratic primaries and a variety of front-runner outcomes whose potential effect on the economy would be unknown. In …

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If I only knew then what I know now… - Last month, Arktos Wealth Management hosted and presented an informative seminar on Elder Financial Exploitation. Attendees learned ways to identify tactics used, by both known persons and strangers, to exploit senior citizens. If you missed this event and would like the presentation materials, contact us to acquire digital and/or hard copies. We are also available …

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Off the Rails On a Crazy Train - My reference to Ozzy’s “Crazy Train” is in relation to the heightened volatility in the stock and bond market right now. If the stock market were a stereo system (‘AirPods’ for all you youngsters), the volume would have been cranked to somewhere between level 9 and 10 yesterday, August 14, 2019. This is also an …

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Teen Financial Literacy “Event” - Last month, Arktos Wealth Management (AWM) participated in Crescenta Valley High School’s Career Fair. Students were able to inquire about the benefits, qualifications, and attributes connected to a wide variety of career paths. AWM was a proud representative of the financial services industry. One observation that I personally took away from this event was the …

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Managing Income Throughout Retirement - There’s an old saying in the financial planning world: “It is better to have too much money at the end of the month, than to have too much month at the end of your money.” Unfortunately, this situation is all too common and happens for a variety of reasons. Let me start with a simple …

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