Occidental Asset Management 9/30/26 Occidental Asset Management 9/30/26

September 2026 Market Commentary

We review August economic and market data, including the Federal Reserve's rate hike, cooling inflation data, and a rebound in equity markets, and what it may mean for investors.

James Griffin 9/30/26 James Griffin 9/30/26

Umbrella Insurance: Cheap Protection for Everything You've Built

Umbrella insurance provides additional liability protection beyond the limits of homeowners and auto insurance policies. If a lawsuit or major claim exceeds those limits, an umbrella policy may help protect savings, investments, and future income from significant financial exposure.

Andrew Stevenson 8/28/26 Andrew Stevenson 8/28/26

August 2026 Market Commentary

The Federal Reserve held rates steady in July as investors weighed inflation concerns, rising oil prices, and ongoing market volatility. We examine the latest economic data and market trends.

Occidental Asset Management 7/31/26 Occidental Asset Management 7/31/26

July 2026 Market Commentary

We review June economic data, including inflation, employment trends, GDP expectations, and market performance, and what the numbers may mean for investors.

Occidental Asset Management 6/29/26 Occidental Asset Management 6/29/26

June 2026 Market Commentary

Hiring remained resilient in May, but inflation continued to climb. We examine the latest economic data, interest rate expectations, and market trends.

Occidental Asset Management 5/27/26 Occidental Asset Management 5/27/26

May 2026 Market Commentary

Inflation continued to rise, consumers kept spending, and a new Federal Reserve Chairman took office. We review the latest economic data and what it may mean for the markets.

Occidental Asset Management 4/29/26 Occidental Asset Management 4/29/26

April 2026 Market Commentary

We review March economic data, including rising inflation, employment trends, consumer sentiment, and market performance amid ongoing uncertainty surrounding the conflict with Iran.

Occidental Asset Management 3/30/26 Occidental Asset Management 3/30/26

March 2026 Market Commentary

We review February economic data, including job losses, inflation, and equity markets, and what the numbers may mean for your long-term investment plan.

Occidental Asset Management 3/3/26 Occidental Asset Management 3/3/26

February 2026 Market Commentary

In early February AI disruption took center stage as the SaaS (software as a service) economy began to appear vulnerable to the idea that companies could inhouse the services they now pay for monthly by replacing them with increasing powerful and customizable AI.

Occidental Asset Management 1/21/26 Occidental Asset Management 1/21/26

January 2026 Market Commentary

The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures.

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