FAN Bulletin
We consistently provide relevant up-to-date information.
We send out valuable quarterly newsletters, tax reports, relevant articles, and event invites. Regular communication is one of the ways we keep our clients updated on the latest market research findings and changing laws. The FAN Bulletin is where you can find the various pieces that go out to our clients, alumni, and guests that sign up for our newsletter. To join our newsletter, click the “Sign Up” button at the top-right of our website.
 | Wed, Nov 13, 2024: Politics & Investing It would be safe to say that this election season intensified emotions and.... Read full article... |
 | Thu, Oct 17, 2024: Q3 Newsletter If you heard that the war in Ukraine would continue, unrest would heighten in the Middle East, a former... Read full article... |
 | Tue, Sep 24, 2024: Year-end Tax Report This report focuses on information that could be helpful for people when tax planning for the calendar year 2024... Read full article... |
| Wed, Jul 17, 2024: Q2 Newsletter Equity and bond markets began the second quarter of 2024 with a rough start, thanks to... Read full article... |
 | Tue, Jun 4: Common Investing Mistakes to Avoid We have come across many mistakes and firmly believe that it could be much easier and less... Read full article... |
 | Mon, May 13: Using Traditional & Roth IRAs as Strategies for Building Your Retirement in 2024 Everyone saving for retirement knows being proactive is very important. Having healthy retirement savings can help you live... Read full article... |
| Tue, Apr 16: Q1 Newsletter The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong... Read full article... |
 | Tue, Mar 12, 2024: Proactive Planning for Upcoming Sunset of Estate Tax Law Changes Currently, the federal estate tax laws are very generous. When the 2017 Tax Cuts and Jobs Act (TCJA) rules expire at the end of 2025, that might not be the case... Read full article... |
 | Thu, Feb 15, 2024: Q1 Tax Report This special report reviews some of the broader tax laws along with a wide range of tax reduction strategies... Read full article... |
 | Wed, Jan 17, 2024: Q4 Newsletter 2023 is in the books and the last quarter left investors looking forward to a bright and... Read full article... |
 | Mon, Jan 1, 2024: Welcome 2024 Please take the time to review the 2024 Checklist and call us if you’d like to take advantage of.... Read full article... |
 | Thu, Nov 9, 2023: The Federal Reserve & Interest Rates With higher interest rates, it’s always helpful to review some of the key areas where interest rates could have a positive or negative impact.... Read full article... |
 | Mon, Oct 23, 2023: Year-End Tax Report This report focuses on information that could be helpful for individuals in conjunction with tax planning for calendar year 2023. It also has... Read full article... |
| Wed, Oct 19, 2023: Q3 Newsletter September was very uncomfortable for investors as volatility increased during this last month of the quarter. Equities moved... Read full article... |
| Fri, July 21, 2023: Q2 Newsletter The second quarter of 2023 tested even the most seasoned of investors. It was a quarter that included the U.S. reaching.. Read full article... |
 | Tue, June 6, 2023: How to Prepare For a Recession For the last several months, talk of a recession has been making news headlines. Analysts and investors... Read full article... |
| Tue, May 9, 2023: Five Strategies To Improve Your Investing There are numerous investment philosophies, but at the end of the day, almost all investors have a common... Read full article... |
| Thu, Apr 13, 2023: Q1 Newsletter The first quarter of 2023 had investors sitting on the edge of their seats as the equity markets took them for a bumpy ride... Read full article... |
 | Tue, Mar 7: Q1 Tax Report This special report reviews some of the broader tax laws along with a wide range of tax reduction strategies... Read full article... |
| Wed, Jan 25, 2023: Q4 Newsletter It’s probably a fair assumption to say that most investors are happy 2022 is in the books. After enjoying the longest bull market in history... Read full article... |
 | Fri, Jan 13, 2023: Welcome 2023 To start the new year proactively, included in this article is a 2023 Checklist to help our clients identify items they may want to address with us over the next year... Read full article... |
 | Mon, Dec 12, 2022: There's a Reason to Be Grateful As the holiday season arrives and the year ends, we like to shift our focus and share with you a message we feel is very important, especially in these times of volatility and... Read full article... |
 | Wed, Nov 9, 2022: Going Back to Basics This is an ideal time to remember how to be smart about your money decisions. Even the most disciplined person can forget or become complacent about the foundational.... Read full article... |
 | Thu, Oct 6, 2022: Year-end Tax Report This report focuses on information that could be helpful for individuals in conjunction with tax planning for calendar year 2022. It also has a section that shares some key... Read full article... |
| Fri, July 29, 2022: 2nd Quarter Newsletter The first half of 2022 has been a nightmare for even the most seasoned of investors. When looking back, from the March 2020 lows until January 2022, investors were... Read full article... |
 | Wed, June 22, 2022: 2022 Five Star Wealth Manager Recipient We are pleased to announce that Rod was awarded the Five Star Wealth Manager award for the eighth year in a row. He was recently featured in Orange Coast Magazine... Read full article... |
 | Tue, June 21, 2022: Understanding Rising Interest Rates During the last few years, borrowers and spenders have enjoyed historically low interest rates. However... Read full article... |
 | Fri, May 13, 2022: Market Downturns - Uncomfortable But Not Uncommon After two solid years of strong returns, equity markets are currently experiencing a significant... Read full article... |
| Wed, May 4, 2022: 1st Quarter Newsletter The first quarter of 2022 can effectively be described as volatile. After experiencing its worst January since 2009, the S&P 500 hit... Read full article... |
 | Tue, Mar 15, 2022: Proactive Retirement Strategies Using The SECURE Act In February of 2022, the IRS and Department of Treasury released 275 pages of proposed regulations to implement the SECURE Act that was originally enacted in... Read full article... |
| Mon, Mar 7, 2022: 1st Quarter Tax Report This special report reviews some of the broader tax laws along with a wide range of tax reduction strategies. As you read this report, please take note of... Read full article... |
 | Mon, Feb 7, 2021: Market Volatility - A Normal Part of the Investment Experience Investment markets have recently experienced a few years of very strong returns, but market volatility has... Read full article... |
| Tue, Feb 1, 2021: 4th Quarter Newsletter 2021 closed as a banner year for many investors. Although the year ended with both winners and losers, in retrospect, the sudden recession created by... Read full article... |
 | Tue, Jan 4, 2022: Welcome 2022! Please take the time to review the 2022 Checklist and call us if you’d like to take advantage of scheduling a complimentary financial consultation... Read full article... |
 | Tue, Dec 7, 2021: Let Gratitude Be Your Attitude! As 2021 ends, we’d like to take a pause in financial and economic topics and share a message we feel is critical, in these times of volatility and uncertainty. Our message is about gratitude... Read full article... |
 | Tue, Nov 2, 2021: Year-End Tax Report 2021 has been an unusual year and there is still major legislation being discussed that could have an effect on your taxes. It is the first year of a new administration, so... Read full article... |
| Thu, Oct 14, 2021: 3rd Quarter Newsletter The quarter started with strong earnings reports lifting many large U.S. stocks during the summer and ended with the Federal Reserve (Fed) striking... Read full article... |
 | Tue, Aug 3, 2021: Focus on Factors You CAN Control Discipline has always played a fundamental role in investing and many best practice approaches start by having investors define their personal goals... Read full article... |
| Mon, July 19, 2021: 2nd Quarter Newsletter In the first half of 2021, investors welcomed a new administration in the United States of America, saw the reopening of many countries, experienced... Read full article... |
 | Tue, June 15, 2021: 2021 Five Star Wealth Manager Recipient We are pleased to announce that Rod was awarded the Five Star Wealth Manager award for the seventh year in a row. He was recently featured in Orange Coast Magazine.... Read full article... |
 | Thu, June 10, 2021: Market Volatility - Part of the Investment Experience It is always appropriate to understand and prepare for market volatility and downturns, even when markets are going up... Read full article... |
 | Tue, May 4, 2021: Proactive Tax Planning In the beginning, there were no income taxes or federal government. Newly organized individual colonies made ends meet by taxing a variety of... Read full article... |
| Thu, Apr 22, 2021: 1st Quarter Newsletter For the first quarter of 2021, equity markets encountered volatility but still created all-time highs. With the potential of herd immunity following mass vaccinations, investors finished... Read full article... |
 | Thu, Mar 18: Chartered Financial Analyst® Designation Recipient Our team is proud to announce that our Portfolio Manager, Rohan Nakrani, has successfully earned the right to use the Chartered Financial Analyst® designation. Read full article... |
 | Thu, Mar 11, 2021: Traditional & Roth IRAS - Strategies for Building Your Retirement Financial woes combined with the fact that the U.S. population is continuing to age, means that there are fewer working-aged people remaining to... Read full article... |
 | Tue, Mar 2, 2021: 1st Quarter Tax Report This special report reviews some of the broader tax law changes along with a wide range of tax reduction strategies. As you... Read full article... |
| Wed, Feb 3, 2021: 4th Quarter Newsletter There are many years that history could easily forget, but 2020 certainly will not be among them. The past year challenged us in more... Read full article... |
 | Tue, Jan 12, 2021: Welcome to 2021! After setting new highs in February, the equity markets suffered a major retreat in March and by year-end once again reached new highs. For much of the year, the daily headlines kept investors on the edge of... Read full article... |
 | Thu, Nov 12, 2020: Strategies for Investors in Uncertain Times A new administration will bring changes, so we wanted to review some information to think about if Joe Biden becomes... Read full article... |
| Thu, Oct 22, 2020: 3rd Quarter Newsletter Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to... Read full article... |
 | Thu, Sep 24, 2020: Year-End Tax Report 2020 was an unusual year that had several major legislative bills passed that could have an impact on your... Read full article... |
 | Thu, Aug 6, 2020: Low Interest Rates & Investors Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve... Read full article... |
| Wed, July, 2020: 2nd Quarter Newsletter After a sharp waterfall drop in March, major equity markets advanced strongly in the second quarter. Following the Dow Jones Industrial... Read full article... |
 | Fri, June 6, 2020: The Secure Act & Proactive Retirement Planning On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into... Read full article... |
| Thu, Apr 16, 2020: 1st Quarter Newsletter No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were... Read full article... |
 | Tue, Mar 3, 2020: Market Volatility Update: Markets Go Up & Down The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a... Read full article... |
 | Tue, Feb 18, 2020: FAN 1st Quarter Tax Report This special report reviews some of the broader tax law changes along with a wide range of tax reduction strategies... Read full article... |
| Mon, Feb 10, 2020: 4th Quarter Newsletter As we look back and reflect on what was predicted by many to be a year of worry and concern, equity markets advanced heavily in 2019 and investors were rewarded. The final month of the year brought several... Read full article... |
 | Wed, Jan 22, 2020: Welcome to 2020! 2019 was another strong year for investors, but the daily headlines kept investors on the edge of their seats. Trade wars, recession fears, geopolitical unrest, interest rate concerns, and... Read full article... |
 | Thu, Nov 7, 2019: Year-End Tax Report This report focuses on what individual taxpayers can potentially do to save money on their 2019 taxes... Read full article... |
| Thu, Oct 23, 2019: 3rd Quarter Newsletter Some prominent investment themes from earlier in the year continued to surface in the third quarter producing volatile trading, but... Read full article... |
 | Thur, Sep 12, 2019: Retirement Planning - Develop Your Income Spending Plan For decades, financial planners and retirees have attempted to simplify how to calculate the amount of income a retired couple or individual can... Read full article... |
 | Thur, Aug 15, 2019: 2019 Five Star Wealth Manager Award We are pleased to announce that Rod was awarded the Five Star Wealth Manager award for the fifth year in a row. He was recently featured in... Read full article... |
 | Fri, Aug 9, 2019: Strategies for Investors in a Volatile Market During volatile times, many investors get agitated and begin to question their fundamental investment decisions and choices. This is especially true for those... Read full article... |
| Wed, July 31, 2019: 2nd Quarter Newsletter The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy... Read full article... |
 | Mon, June 10, 2019: New SECURE Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to pass through... Read full article... |
 | Wed, May 15, 2019: Portfolio Rebalancing in a Low Interest Rate Environment: Consider Interest Rate Risk Rebalancing your portfolio can be a good way to help keep your investment strategy on track towards meeting your goals. Doing it on a consistent basis can... Read full article... |
| Wed, Apr 24, 2019: 1st Quarter Newsletter During the first three months of 2019, investors had a lot to cheer about as U.S. equity markets turned in their best quarterly gains in nearly a decade. This helped... Read full article... |
 | Wed, Mar 13, 2019: Funding Retirement: IRA Choices to Consider Financial woes combined with the fact that the U.S. population is continuing to age means that there are fewer working-aged people remaining to contribute to our... Read full article... |
 | Tue, Feb 12, 2019: FAN 1st Quarter Tax Report The beginning of tax season 2019 was initially in question due to the government shutdown. On January 7, the Internal Revenue Service (IRS) assured taxpayers they... Read full article... |
| Fri, Feb 2, 2019: 4th Quarter Newsletter After a long period of respectable returns, many equity investors experienced losses during the fourth quarter of 2018. The fourth quarter was filled with a great deal of... Read full article... |
 | Fri, Jan 18, 2019: Welcome to 2019! As we enter into 2019, we cannot predict what exactly may occur, but we do know one thing - investors are filing a new tax form. The Tax Cuts and Jobs Act made significant... Read full article... |
 | Fri, Dec 28, 2018: Market Volatility & Risk Mitigation In recent months, financial markets have been quite volatile. Continue reading to see where markets stand right now, and what FAN has done to mitigate your risk... Read full article... |
 | Fri, Dec 7, 2018: December Market Volatility Insights For nearly 10 years now, the stock market has been practically unstoppable. Both the 122-year-old Dow Jones Industrial Average and the S&P 500 quadrupled earlier... Read full article... |
 | Wed, Nov 14, 2018: Year-End Tax Report This report focuses on what individual taxpayers can do to save money in 2018. Unless indicated otherwise, the act provisions discussed here... Read full article... |
 | Mon, Oct 22, 2018: FAN 3rd Quarter Newsletter For the third quarter of 2018, the bull market seemed unstoppable. Regardless of the quarter's concerning short-term events, investors quickly... Read full article... |
 | Thurs, Sep 4, 2018: Equity Market Volatility-A Historic Look at the Fall Heading into September, The Dow Jones Industrial Average is within striking distance of a record, and the S&P 500 and NASDAQ hit all-time highs in... Read full article... |
 | Tues, Aug 7, 2018: The Draft 1040 Starting in 2019 (for 2018 tax returns), all 150 million taxpayers will be using the same form. When looking at the proposed 1040, here are things to remember... Read full article... |
| Fri, July 13, 2018: FAN 2nd Quarter Newsletter The second quarter of 2018 contained ups, downs and tariffs. Equity prices were very volatile as investors seemed to back off of many industrial.... Read full article... |
 | Mon, June 18, 2018: Roth IRAs: A Tool to Maximize Tax Efficiency or Start Your Family on Their Way Toward a Healthier Retirement Paying taxes is so ingrained in our lives that many people do not even think about tax reduction until it’s time to file their tax returns. Unfortunately... Read full article... |
 | Thurs, May 10, 2018: The Rise of Interest Rates: An Investor's Perspective When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future. Short term... Read full article... |
| Thurs, Apr 19, 2018: FAN 2018 1st Quarter Newsletter After a blockbuster start to 2018; equity markets have been caught in a vicious circle of trading over the quarter's last two months, with volatility and... Read full article... |
 | Sun, Mar 4, 2018: FAN 1st Quarter Tax Report Tax season officially started with the IRS announcing the opening on January 29, 2018. They are expecting more than 155 million individual tax returns for... Read full article... |
| Mon, Feb 9, 2018: 4th Quarter Newsletter While the weather in the United States ended 2017 on a cold note for many residents, equity investors finished a very warm year. 2017 was a great year for... Read full article... |
 | Mon, Jan 1, 2018: Welcome to 2018! As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. To make that process more efficient... Read full article... |
 | Wed, Nov 29, 2017: Year-end Tax Report One of our main goals as holistic financial advisors is to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies. Staying current on... Read full article... |
 | Thurs, Nov 22, 2017: Rod Kamps' AIF® Designation Achievement We are excited to announce that our President and CEO, Rod Kamps, has recently earned the designation of Accredited Investment Fiduciary®. This designation... Read full article... |
| Wed, Nov 1, 2017: 3rd Quarter Newsletter While political stories continued to dominate the headlines, investors again enjoyed another positive quarter. The third quarter extended the upward movement of... Read full article... |
 | Fri, Oct 6, 2017: Financial Literacy Education For The Next Generation At Financial Advisors Network, Inc., we believe in education. We are excited to have the opportunity to share our combined experience with the next generation of Beckman High School graduates through... Read full article... |
| Mon, Aug 7, 2017 2nd Quarter Newsletter While political stories dominated the headlines, investors enjoyed another positive quarter. The second quarter extended the upward movement of U.S. equity markets from the first quarter, allowing... Read full article... |
| Thur, May 4, 2017: 1st Quarter Newsletter The first quarter of 2017 was a confusing but healthy one for investors. Led by the technology sector, which did very little after the election, equities started the year with very strong... Read full article... |
| Mon, Feb 6, 2017: 4th Quarter Newsletter For many investors, 2016 was a year of surprises. When viewing the final results of equity returns in 2016, they do not reflect the year’s wild ride for both equity and bond investors. In the final quarter of the year, stocks surged, continuing... Read full article... |
 | Wed, Jan 25, 2017: Welcome to 2017! This year, a theme you will hear from our office is that we are having a “Growth Initiative.” For 2017, we would like to offer our services to several other clients like... Read Full Article |
 | Thur, Dec 1, 2016: Year-end Tax Report One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. On November 8, voters... Read full article... |
| Tues, Nov 15, 2016: 3rd Quarter Newsletter The third quarter of 2016 was very confusing for investors. Investors were served a variety of economic and financial turmoil amid a backdrop of confusing political concerns but the bull market still continued to... Read full article... |
| Thur, July 21, 2016: 2nd Quarter Newsletter This year has been a very inconsistent one for investors and it's only half over. Although recent events in the United Kingdom have dominated recent headlines, it was not that long ago when big global... Read full article... |
| Fri, Apr 22, 2016: 1st Quarter Newsletter Matthew Henry, an English author who lived in the 1600's, is credited with saying, "After a storm comes a calm." Perhaps that best describes the first three months of 2016. Investors experienced an unusually volatile first quarter... Read full article... |
 | Fri, Jan 8, 2016: Welcome to 2016! The year 2015 started strong for investors, but in August took a quick downward turn. Investors whose risk tolerances and portfolios included equities saw moderate to low returns. Read full article... |
| Mon, Nov 23, 2015: Year-end Tax Report One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction... Read full article... |
| Thur, Jan 28, 2015: 4th Quarter Newsletter When the final day of trading closed on New Year's Eve, the US stock market finished a disappointing year for investors. 2015 began with, there was limited, if any, joy by... Read full article... |