Category: Economy & Markets

Secure Retirement’s Performance Report 2024

OUR PORTFOLIOS A new

Battling Economists- Zandi vs Hunt

January Economic and Market Update, by Richard MoreyJanuary 9, 2025 Mark Zandi vs Dr. Lacy Hunt Mark Zandi is the Chief Economist at Moody’s Analytics

Warren Buffet’s Mountain of Cash

December Economic and Market Update, by Richard MoreyDecember 5, 2024 Mount Berkshire I decided to focus this month’s report exclusively on the stock

The Economic Path Forward

November Economic and Market Update, by Richard MoreyNovember 7, 2024 How the Republicans Won the Election This is being written the day after

Tactical Allocation Performance Report 2024-Q3

Quarterly Performance Report (TAP)

Its Official- the Consumer has Tapped Out

September Economic & Market Update by Richard Morey

The Stock Market & the Election

August Economic & Market Update by Richard Morey

Tactical Allocation Performance Report

By Richard Morey

Valuations. What Are They Good For?

July Economic & Market Update by Richard Morey

Five Aspects of the Economy and Markets

June Economic & Market Update by Richard Morey

Location

Our office is located in San Ramon, California, adjacent to Danville, Dublin, Pleasanton, Walnut Creek, Orinda, Concord, Castro Valley, Lafayette, Livermore, Alamo, Hayward, San Leandro, San Lorenzo, Alamo, and Moraga and the rest of the Tri-valley Area. We call SF East Bay our home, but have clients throughout the United States.

Silicon Valley

Our local area is all of Silicon Valley, including Campbell, Cupertino, Gilroy, Los Altos, Los Gatos, Milpitas, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga, Sunnyvale and surrounding San Francisco Bay Area cities.

Most of our Northern California clients live in Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, Sonoma or nearby counties.

Contact Us

18 Crow Canyon Court, Suite 325 San Ramon, CA 94583

P: 925-855-4300

F: 925-855-4630

E: info@secureretire.com

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Secure Retirement Financial & Insurance Services Corp. (“SRF”) is a registered investment adviser with the State of California and is registered or notice filed in various other states. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that SRF or any person associated with SRF has achieved a certain level of skill or training. SRF may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where SRF and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Information on this site is provided for educational or informational purposes only. Opinions expressed herein are subject to change without notice. SRF has exercised reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, SRF has not independently verified, or attested to, the accuracy or authenticity of the information. SRF is not responsible for the accuracy of any third-party information on this site, nor any sites that are referenced via links. SRF shall not be liable to customers or anyone else for the inaccuracy or non-authenticity of the information or for any errors of omission in content regardless of the cause of such inaccuracy, non-authenticity, error, or omission, except to the extent arising from the sole gross negligence of SRF. In no event shall SRF be liable for consequential damages.