Creekside Commentary

Financial Insights for Today’s Markets

What is an IPO?

What is an IPO?

With a lot news over the last few weeks about the ride hailing service Lyft going public, we thought we should revisit the acronym IPO.

How to Harvest your Tax Losses

How to Harvest your Tax Losses

As we continue to monitor the extreme gyrations of the stock and bond markets over the last few weeks and months, we thought it would be appropriate to revisit a concept we believe to be very important during volatile markets.

Are you Picking Up Dimes in Front of a Steam Roller?

Are you Picking Up Dimes in Front of a Steam Roller?

While listening to a recent research conference call, one of the analysts used the phrase, “Picking up dimes in front of a steam roller” as a metaphor for investing in the current environment. Some investors will indeed go out of their way to pick up small gains, while ignoring the possible risks they are taking.

2018 Stock Market Predictions

2018 Stock Market Predictions

In 2017 we witnessed the bull market rallying again for another strong year. Positive market gains are one indicator of a healthy economy, but we continue to believe a measured and thoughtful approach to 2018 is crucial. Clients should continue to invest according to plan by keeping their accounts diversified, paying attention to allocation targets and not assuming more risk than is prudent. As the investing environment changes, we will continue to reevaluate and change direction when the circumstances merit.

Why Bitcoin is not a Legitimate Investment

Why Bitcoin is not a Legitimate Investment

Another buzz word in 2017 was Bitcoin…we believe Bitcoin is pure speculation and not a legitimate investment. We encourage you to read more about the Bitcoin trend in the below excerpts from a Bloomberg article.

US Treasury Market Yield Curve Holds Predictive Powers

US Treasury Market Yield Curve Holds Predictive Powers

At Creekside Partners we think one of the most impactful and telling market indicators is the US Treasury market yield curve. First, what does the current US treasury curve look like? As of October 4th we can see the yield curve below which is not particularly foreboding, but worth watching. If short term rates continue to rise and long term rates stay low then we could see an inverted yield curve which is extremely bearish. We constantly monitor this indicator because of its past succe

let's talk

As fiduciary advisors, your best interests are our priority.

Book a complimentary first meeting. Get to know us while we get to know you. Please complete the form below and we will get back to you within one business day. Your information will be kept private and confidential.

775 Baywood Drive, Suite 306, Petaluma CA 94954

6 + 9 =