Our Recent Posts



How the SBA can help you buy real estate

If you have a profitable business of at least two years and want to buy commercial real estate for your business, the Small Business Association (SBA) has a couple of programs designed to help. First of all, it’s common to assume that businesses only rent office space, which is generally the case in expensive California, however, there are reasons that owning may be better. Investing in your own real estate puts you in control of your location and longevity, rather than waiting for never-ending rent increases that can push you out of the area. Like residential real estate, you will watch your equity grow, and unlike residential real estate, you can rent the location to your own business crea

Two opposing technical arguments on market direction

Last weekend I attended the Technical Securities Analysts Association (TSAA) of San Francisco annual conference, hosted by talented money managers that I’ve followed and befriended for the last 10 years. The first presenter, Craig Johnson, Chief Market Technician for Piper Jaffray, made a case for slowing economic growth and an upcoming correction in both stocks and bonds. A later presentation by Greg Schnell, CMT, MFTA suggested another story of continued growth and increasing momentum in stocks. Hearing the case from two opposing, famous technicians allows for superior portfolio construction as we now have a better understanding of the potential risks. There are two major philosophies of i

Investment-only vs. financial planning services - the difference

Depending on your needs, the financial services industry’s got you covered. What may be less obvious is the know with all of what you actually may be in need of. Knowing that there are two general avenues of services that you can hire, whether it financial planning or investment services, hopefully, this will serve as a guide so that you'll know the differences. Financial planning is all-encompassing, providing advice on investments, insurance, retirement, tax and estate planning strategies. Under this umbrella of advice, you are generally locked in a fiduciary relationship, meaning that your advisor must act in your best interest which is bound by a contract and paid for with a financial pl

Where is the market going?

After a rough couple of weeks in the equity markets, it was easy to forget that we recently reached new highs in the S&P 500 and the chance for a major correction remained low. Nevertheless, novice investors got spooked due to the “inverted yield-curve” news and heightened geopolitical drama. Due to even low lower interest rates now, there are fewer places to put your money. U.S. stocks, although over-valued fundamentally, remain the most reasonable place to store money and preserve purchasing power. The world now has $17 trillion of negative-yielding debt. Germany has issued a -0.11% 30-year government bond and the Swiss Central Bank charges 0.75% to store your money there. Demand for negat

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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.