Rules that went into effect January 1, 2018, set out by the European Commission, “Mifid II,” prevent investors in the European Economic Area from investing in U.S. domiciled exchange-traded funds (ETFs), among others. Americans living in Europe are a...

Senator Schumer accused President Trump of having temper tantrums. This also is a good description of the markets in recent weeks. The S&P 500 dropped by an amount not seen since the 2008 financial crisis, putting us at -12% for the year.

And more tan...

As we come to a close on another gyrating year, when it comes to tax tips, this time it’s different. With the launch of the Trump tax plan January 1, 2018, the “Tax Cuts & Jobs Act” implemented material changes. One significant example is that it rem...

Investopedia describes a recession as a “significant decline in economic activity that goes on for more than a few months”^1. This does not describe the current environment. While stocks have reached an epochal point of volatility not seen since 2008...

Investors saw relief as the Federal Reserve Chairman corrected statements suggesting that they will slow the pace of further rate rises. The S&P ended up 4.20% higher last week, putting the year-to-date gain at about 3%. This comes after a month of m...

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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.