This report features a summary of key points for the 1st quarter of 2018 and reflections for the balance of the year, followed by a very interesting story written by David Goetsch, Executive Producer of The Big Bang Theory. This followed by data on world capital markets performance, timeline of events for the 1st quarter, and asset class performance. Q1 2018 Quarterly Commentary and Market Review
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic titled "To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?" Q4 2017 CSJ Quarterly Review Landscape.pdf
As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. Yet, it is the one area of their financial picture that, if not thoroughly planned and managed, could have the most devastating consequences for their family and their business. After spending their lives building...
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. It also includes CSJ's commentary on recent events that might impact investors. The report also illustrates the performance of globally diversified portfolios and illustrates the benefit of working with an advisor such as CSJ Capital. Q3 2017...
CSJ Capital was honored to be a lead sponsor for the TKF Foundation's 20th Anniversary Gala held at Rancho Santa Fe Golf Club on October 3, 2015. TKF was founded by Azim Khamisa 20 years ago following the tragic murder of his son Tariq by a 14 year old gang member. Azim Khamisa, recognizing that there were victims on both ends of the gun, invited the murderer's grandfather Felix Ples to form TKF with the...
Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros. The incessant quest for information has reached such a fever pitch that the media outlets, including the cable channels...