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  • Wealth Workshop

    We'll cover more practical money matters that impact everyone, but rest assured we'll still reserve plenty of time to cover the stock market. We will discuss various topics like:

    • Wills, Trusts, Life Insurance, 529 and Coverdell College Saving Plans
    • IRA, 401k, Brokerage Accounts, Annuities
    • Social Security, Retirement, Pension Income, Other Income
    • Riskalyze, the software that helps identify your risk tolerance
    • How to position Aggressive and Conservative portfolios

    Register by 9/28 and get $10 OFF Admission!

    October 4  

    San Jose, CA

Meet with Steve Peasley

Get a no cost expert opinion by exploring your retirement options.

  • San Diego, CA

    September 24  

  • San Jose, CA

    October 22  

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Market Commentary

  • Sep. 29 2014

    Durable Goods Sales

    Tags: Durable Goods Sales

    On Thursday of last week the Durable Goods Sales report for August was released. In the reading of that report the headline news makes one feel that there was a disaster in sales of items that last … read more »

  • Sep. 26 2014

    Market Reactions

    Tags: Market Reactions

    The second quarter GDP was revised for the second time and released this morning showing an increase from 4.2% to 4.6% growth. A few economists were looking for a bit higher but the stock market was … read more »

  • Sep. 24 2014

    Economic Concerns

    Tags: Economics

    The danger this year to our stock market and economy has been and continues to come from outside the U.S. Europe appears to have fallen back into recession and even the strongest and largest country … read more »

  • Sep. 22 2014

    China's Wall of Worry

    Tags: China

    China recently reported a weakening in industrial production, retail sales and property activity. Unsold housing, and in the case of China that means apartments as well, continues to grow and is at … read more »