Market Insights

ERPE’s founder and CIO, John Gardner, CFP® is now a regular columnist for Alive magazine.   Here is your link to ALIVE October 2018 Danville, Ca., October 12, 2018 – Covered Call Writing: The 9% Solution. In this article I discuss a time-tested, proven investment strategy suited best for investors seeking high income and modest … Continue reading “Announce October 18 Alive Mag”

Stocks Fall, Fear Rises Saved by the bell… Why did the major U.S. stock indexes all fall ONLY over 3% today? Thanks to the bell!  The market’s closing bell went off to stop the sell-off! It was one the ugliest trading days of the year. The worst since February 8th.  It was indiscriminate. Volume was extremely high … Continue reading “Today’s Market Update: 10.10.18 Saved by the Bell…”

Rates Rise for Right Reasons We expect volatility in October.  So, far, one of the most volatile months of the calendar year has not disappointed.  It has been volatile.  The ultimate measure of market volatility is the VIX, better known as the volatility index and often referred to as the “Fear Index.”  The VIX was … Continue reading “Today’s Market Update: 10.5.18 Rates Rise, NASDAQ Negative”

Rates Rise for Right Reasons We expect volatility in October.  So, far, one of the most volatile months of the calendar year has not disappointed.  It has been volatile.  The ultimate measure of market volatility is the VIX, better known as the volatility index and often referred to as the “Fear Index.”  The VIX was … Continue reading “Today’s Market Update: 10.5.18 Rates Rise, NASDAQ Negative”

SERV spins-off FTDR This portfolio update briefly highlights a positive corporate action in BAM’s Thematic Growth portfolio. Yesterday, October 1, 2018, Frontdoor, Inc., completed its spin-off from ServiceMaster. Frontdoor, Inc. is the industry-leading provider of home service plans.  The company began trading yesterday as an independent publicly traded company listed on the Nasdaq Global Select Market exchange … Continue reading “Portfolio Update…SERV spins off FTDR”

ERPE is excited to announce… BAM Blackhawk Asset Managment, Inc. As we announced to our valued clients in mid August, ERPE has created an asset management division, Blackhawk Asset Management, Inc (BAM). A wholly owned subsidiary of Equity Research & Portfolio Evaluation, Inc., BAM was established to achieve a positive structural improvement to our company. BAM allows for a … Continue reading “Introducing BAM … Blackhawk Asset Management”

BAM, Inc. Announces… Laurie Dancoff Has Joined the Firm We at Blackhawk Asset Management (BAM) are excited to announce a brand new addition to our organization! Earlier this month we welcomed Laurie Dancoff to our team. She brings a wealth of knowledge and experience servicing high net-worth client accounts.  Her 30+ year career in the … Continue reading “Laurie Dancoff Announcement”

ERPE is happy to share a great experience… Together with our Danville Rotary Club, we set out to make & serve breakfast local Veterans It seemed small. We showed up at 5:30am Saturday at the Alameda County Fair Grounds to prepare breakfast for what might have been 500 Bay Area veterans. It was dark out, but the … Continue reading “Danville Rotary & ERPE Day with Veterans 9.18.18”

ERPE’s founder and CIO, John Gardner, CFP® is now a regular columnist for Alive magazine. Here is your link to September 2018 ALIVE 2 Investment Rules to Tune-into Now: You’ve heard it all before. Now it’s time to listen. In this article I underscore the two investment tenets I believe are most important: know your “investment-self”, … Continue reading “Announce September 18 Alive Mag”

Wealth & Finance magazine have announced the winners of the 2018 Wealth & Money Management Awards We are really excited to announe we won! Best Strategic Investment Planning Company 2018 Returning for the 5th consecutive year, the 2018 Wealth & Money Management Awards are again dedicated to rewarding and celebrating the hard work and dedication … Continue reading “Really excited to announce we won!”