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Cost of Goods Annual Increases are Finally Slowing

Cost of Goods Annual Increases are Finally Slowing

Today the US Bureau of Labor Statistics announced the Consumer Price Index (CPI) for the month of June had increased to 322.56 points or 0.3%. On an annual basis, the annual inflation rate has increas... ...more

Weekly Brief

July 15, 20254 min read

Are Interest Rates the Only Issue for Housing?

Are Interest Rates the Only Issue for Housing?

If you have been trying to sell your home or residential rental property, you are very aware of the small smattering of buyers. This past April had the fewest homes sold in April since 2028. Persist... ...more

Weekly Brief

July 02, 20255 min read

Can You Really Retire?

Can You Really Retire?

Almost every day we have conversations with clients and friends about their concerns about having enough money to enjoy retirement. I mean truly enjoying all the years after retiring without watching... ...more

Weekly Brief

June 25, 20257 min read

Inflation and the Future of Prices

Inflation and the Future of Prices

The rapid rise of interest rates causes significant changes in lending activity and especially in the housing mortgage market. According to CNBC, the sale of previously owned homes in April declined ... ...more

Weekly Brief

June 17, 20256 min read

Riding Through Roller Coaster Markets

Riding Through Roller Coaster Markets

Progress with tariff negotiations has calmed institutional investors who have been slowly adding to their stock portfolios since the stock market bottomed on April 8. After Trump’s April 2 Rose Garde... ...more

Weekly Brief

June 10, 20258 min read

Disparity Widens of Optimism Between Executives and Households

Disparity Widens of Optimism Between Executives and Households

In the complex and extensive ecosystem of the US economy, the fundamental core of its sustainability and continued growth all depends on the consumer. That’s you and me and how we spend and save our ... ...more

Weekly Brief

June 04, 20255 min read

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Anton@upcapitalmgmt.com

Roseville, California

341 Lincoln Street

Roseville, CA 95678

Bulverde, Texas

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