Our Recent Posts



Market has reached euphoric levels, again

Nothing is more impactful than the investors emotional state of mind. This drives cycles in the market as we both fear and greed in unison. An investor cycle can start with optimism and end with capitulation and despair. What is not tested often is the state of euphoria and how long an euphoric market can last. How long can you be happy without feeling anything else? And why should the stock market be any different? The last running euphoric, bull trending market, without a consolidation, lasted about 1100 days from 2012 to 2015. This was a rise of more than 73% over that time period with no break in the trend. It turned into consolidation from 2015 to the start of 2017 and now we're off t

California will require that small businesses have a retirement plan

If you're a small business owner with employees, and don't already have a retirement plan in place, you will soon be required to have one. Governor Brown signed into law that California companies with 5 or more employees will be required to have a plan in place. If you currently don't have a plan in place, you have time. This is expected to roll out in early 2019 for companies with 100 or more employees and phases-in for companies with 5 or more employees over the following three years. Companies with fewer than five employees are exempt. This new rule ties in with the new California Secure Choice. This is the new state retirement plan and an alternative to the traditional retirement plan th

The new Tax bill could increase your taxes

Major changes were proposed, and now that the House passed a budget, tax reform is one step closer to becoming reality. Surprise! Tax rates are proposed to go up, not down, unless you’re at the top rate. The bottom 10% marginal rate will increase to 12% and the top 39.6% marginal rate will decrease to 35%. To make matters worse, your taxable income will increase if you itemize deductions. The new standard deduction is $12,000 per taxpayer. If your mortgage interest and charitable contributions are less than the standard deduction then you will just take the standard deduction. Have dependants? You can no longer claim dependents on your tax return nor can you claim head of household. Over the

​Mail: ​8605 Santa Monica Blvd, pmb 35721

West Hollywood, California 90069-4109 US


(760) 537-0791


Eureka Wealth Management is a registered investment adviser in the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.