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September 19, 2022 By Michael Milam

How Much Higher Can Rates Go?

Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years. U.S. Treasury yields continue to move higher as well. We think we’ve seen the biggest moves higher in yields, but as long as inflationary pressures continue to surprise to […]

Filed Under: Uncategorized

September 13, 2022 By Michael Milam

A Comparison of Donor-Advised Funds and Private Foundations

Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and give back to the community, a donor-advised fund (DAF) or a private foundation (PF) may be worth considering.

Filed Under: Mike Milam

September 12, 2022 By Michael Milam

Getting Jobs Market Back into Balance

Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain.

Filed Under: Mike Milam

September 6, 2022 By Michael Milam

Calendar Cruelty

The difficult 2022 for stocks may not get much easier because as we now wait for better news on the inflation front, we have to contend with a seasonally weak month of September. While we got some welcome news in Friday’s jobs report, more evidence of falling inflation will take time to materialize. The good […]

Filed Under: Mike Milam

September 6, 2022 By Michael Milam

The IPO Market Has Cooled 50% So Far in 2022

An initial public offering is the term used when a privately-held company offers stock to the public for the first time. IPOs are more common among newer companies, but slightly older privately-held companies may also decide to “go public”,

Filed Under: Mike Milam

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California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. LPL Financial Form CRS.

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