news and events

Joe Rosol of Acacia Wealth Leads Another Successful Los Angeles Financial Planning Day

On Saturday, October 27th, the Financial Planning Association held the 9th annual Los Angeles Financial Planning Day at the Los Angeles Central Library.  Lead by Pro Bono Director Joe Rosol of the Los Angeles chapter of Financial Planning Association, several qualified Certified Financial Planner (CFP®) professionals offered free, “no strings attached”, one-on-one financial counseling and […]

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July Jump: Global Equity Markets Post Positive Returns in July Despite Continued Trade Tensions

Summary U.S. equities saw robust returns in the month of July. Strong consumer spending supported a 4.1% annualized growth in gross domestic product (GDP), the largest quarterly increase since 2014.  U.S. manufacturing growth remains solid, even though foreign demand has fallen slightly.  The unemployment rate ticked higher (increased by 0.2% in June) and though wages […]

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A Mixed May: US & Foreign Equities Move in Opposite Directions

Summary U.S. equities ended up for the volatile month of May, which pushed year-to-date returns back into positive territory. Manufacturing data in the U.S. continued its impressive two-month run, as strong demand outpaced production capacity.  Consumer confidence has risen to a 17-year high, which coupled with a decreasing unemployment rate, rising income, and the benefits […]

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