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First Half 2021 vs. First Half 2020

OFF THE CHARTS When compiling year-over-year statistics, economists tend to work in single-digit percentages. For example, the U.S. GDP growth over the past few years has bounced between 2% and 3%. People start to panic when inflation goes over 5%. Most investors would agree that the stock market has had a fantastic run in recent […]

dave  · 

Proposition 19 – What Is It?

Proposition 19 recently passed, amending California’s Constitution by expanding qualifications for the transfer of a property’s taxable value. Beginning April 1, 2021, Prop 19 allows an owner of a primary residence who is over 55 years of age, severely disabled, or is a victim of a wildfire or natural disaster to transfer the taxable value […]

dave  · 

One Bonkers Year!

This year has simply been bonkers. And we still have over a month to go! The news of Kobe and Gianna was swept away by the tsunami of events that followed: the pandemic, wild fires, COVID-19, spiraling deaths, impeachment of the president, civil rights protests, stock market crash, record unemployment,  out-of-control business failures, the lockdown, […]

dave  · 

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