Market Updates
We have a passion for financial services. Our goal is to help our clients gain financial security through tried and true financial strategies designed for your unique situation.
Alternative Investments
March 1, 2023
Alternative investments can help diversify your portfolio while targeting inflation-beating returns. A percentage of your portfolio can be allocated to
Montecito Journal
January 10, 2023
Santa Barbara Financial Advisor Jacqueline Duran knows money – but more than helping you make cash – she wants to help
Investing in Art
October 24, 2022
It is a great idea to diversify your investments, if you can afford it. However, Art can be a risky
What to invest in during a recession: Energy, Financials and Healthcare do well during a recession.
October 24, 2022
Financial Planning
Recession, what typically happens during a recession. The biggest concern is unemployment. However, the pandemic created employee shortage where employees gained negotiating power. This doesn’t mean that some industries won’t be affected such as construction and the mortgage industry as the housing market cools but unemployment may continue to stay relatively low. The housing market has certainly slowed down but the demand is still there as our population in the United States increases. We may already be in a recession, the question is for how long and who will be affected the most.
August 23, 2022
Diversifying your Investments
In 2023, we expect total originations to fall to $2.22 trillion, but this is still an upward revision of $19 billion from last month’s forecast, entirely due to an upward revision to purchase originations. Economists are suggesting that this is because higher home prices outweigh the down revision to home sales. Jul 20, 2022
The U.S. economy will likely tip into recession during the first quarter of 2023 and shrink 0.4% for the full year as the combination of high inflation and tightening monetary policy bedevils consumers and businesses, Fannie Mae economists said.
August 22, 2022
2023 Economic Outlook
