Category: Newsletter

2025 — what a year to be alive! Through market storms, we hope we helped your wealth thrive. In Twenty twenty-six, I’ll work diligently to offer some great stock picks, Applying lessons learned over 40 years, not by some new tricks. The word of the year 2025 was “Rage-Bait,” But our focus was clear: to … Continue reading “Merry Christmas 2025”

Planning for Year-End We want to remind you about several fast approaching year-end account actions you may be contemplating. These may have tax implications for 2025 and deadline dates by which action must be taken for Charles Schwab (Schwab) to meet the calendar year 2025 IRS requirements. Since December 31 falls on a Wednesday this year, and as … Continue reading “Year End Client Planning Letter 2025”

Before we close the door on 2024 – and ring in a New Year, I’d like to wish you much warm and wonderful Holiday Cheer! It’s a time when many will gather with their family – to decorate and admire their Christmas tree… Some pause – to visit Santa Claus, And some go along – … Continue reading “Merry Christmas 2024”

Planning for Year-End We want to remind you about several fast approaching year-end account actions you may be contemplating. These may have tax implications for 2024 and deadline dates by which action must be taken for Charles Schwab (Schwab) to meet the calendar year 2024 IRS requirements. Since December 31 falls on a Tuesday this year, and as … Continue reading “Year End Client Planning Letter 2024”

Save the Date! The Election and Your Investments How the 2024 Presidential Election Outcome Might Impact Your Savings and Investments. Just a reminder… We look forward to seeing you Wednesday October 2, 2024 Danville Library Mt. Diablo Room 400 Front Street, Danville CA 94506 12:30PM – 2:00PM Some Topics To Be Discussed: • Politics and … Continue reading “save the date…The Election and Your Investments 10.2.24 .2”

John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com RESEARCH UPDATE August 2, 2024 CVX Q2 Earnings Results  CVX Report You likely know by now, today Chevron announced its second quarter 2024 earnings and financial results. Below are some of the report’s highlights for you. Chevron revealed a profit for second quarter that decreased from last year and … Continue reading “Chevron Q2 Earnings Highlights August 2, 2024”

Presents our Bear Market Survival Guide John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com How to Beat a Bear Market July 24, 2024 Are You Prepared for The Next Bear Market? A Checklist of What You Can Do… The bull of Wall Street has shown stock investors its power, pushing the market to new record highs. Investors … Continue reading “Prepare for Next Bear Market to BL”

August Market Monthly Podcast Stock Market Highlights for August and Insights for September. Will it be a Stormy September? Tune into John’s podcast. The Market Monthly Podcast… conta.cc

Finally! TDA & CS Merge this Weekend Good morning and welcome to our last day with TD Ameritrade. You likely know how pleased I have been since June of 2018 to serve you and manage your investment accounts from that custodian. Well, effective next Tuesday, we will begin working for you from Charles Schwab as … Continue reading “TDA to CS”