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Thursday, April 16, 2026

The Prussian general and influential military theorist Carl von Clausewitz introduced the concept of the ‘fog of war’ in his seminal work ‘Vom Kriege’ (On War) in 1837 - a concept that describes the uncertainty, confusion, and limited...

Monday, January 12, 2026

In contrast, bears seem to be hibernating on Wall Street, if not extinct altogether, as bullish sentiment has continued to drive equity markets higher. The relentless gush of cash into the stock market, however, is sending a powerful...

Friday, October 17, 2025

September is supposed to be Wall Street’s notorious villain, rattling the stock market and driving investors to panic - but this year, it eschewed the role. Interest rates are coming down; earnings growth remains robust; the job market is..

Friday, October 17, 2025

“They say there are two sides to everything. But there is only one side to the stock market; and it’s not the bull side or the bear side, but the right side.” Jesse Livermore, 1877 - 1940 ; American stock trader and pioneer of day...

Tuesday, July 8, 2025

“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” Sir Winston Churchill, 1874 - 1965; former Prime Minister of the United Kingdom from 1940 to 1945...

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Tuesday, July 8, 2025

Economic & Market Summary Q2 2025 Stock Market To the casual observer, the stock market's performance in the first half of the year might seem unremarkable, with the S&P 500 posting a modest 5% gain year-to-date. But that headline...

Monday, April 14, 2025

“If you’re playing a poker game and you look around the table and can’t tell who the sucker is, it’s you.” PAUL NEWMAN, 1925 to 2008; actor, film director, race car driver, philanthropist UNPACKING THE IMPACT OF TARIFFS...

Thursday, January 9, 2025

“Never let the future disturb you. You will meet it, if you have to, with the same weapons of reason which today arm you against the present.” Marcus Aurelius Antoninus, Roman emperor from 161 to 180 AD, Stoic philosopher WILL U.S....

Monday, October 7, 2024

“We don’t think we’re behind. We think this is timely. But I think you can take this as a sign of our commitment not to get behind.” Fed Chair Jerome Powell, 1953 – present; after analysts expressed surprise at the magnitude of the...

Friday, July 5, 2024

Elections have consequences for financial markets. From Mexico to India to South Africa, surprising election results have already rocked markets recently. In France, the threat of electoral losses for the president’s centrist party...

Wednesday, April 3, 2024

The against-all-odds, can-do spirit of the U.S. economy, which despite a turbulent few years marked by high inflation, has proved far more resilient than anyone could have expected. This presents market participants their own version of...

Tuesday, January 9, 2024

“The future belongs to those who see possibilities before they become obvious.” JOHN SCULLEY, 1939 – present; Former CEO of PepsiCo and Apple....

Tuesday, October 10, 2023

“The ability to buy securities – particularly common stocks – successfully is the ability to look ahead accurately... It requires a skillful mental balance between facts of the past and the possibilities of the...

Tuesday, October 10, 2023

The transition of all of our client accounts from TD Ameritrade Institutional (TDAI) to Schwab Advisor ServicesTM (Schwab) was officially completed over the Labor Day weekend with no significant problems.

Thursday, July 13, 2023

Since Schwab’s acquisition of TD Ameritrade closed in October 2020, TD Ameritrade Institutional (TDAI) and Schwab Advisor Services TM (Schwab) have been actively working to bring their two companies together. Account conversion is...

Thursday, July 6, 2023

“Most people get interested when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well.” WARREN BUFFETT, 1930 – PRESENT, CHAIRMAN & CEO BERKSHIRE...

Tuesday, May 9, 2023

Six Surprising Facts About Retirement Confidence. 1 in 3 retiree report higher expenses than anticipated. 20% of retirees find that extended care costs, which Medicare doesn't cover are much higher than expected. It's never too late...

Thursday, April 6, 2023

How quickly things change! Those gains unraveled quickly as the stock market shifted into reverse in February amid a stream of hotter-than-expected economic releases, including the above-mentioned data on the labor market and consumer...

Wednesday, April 5, 2023

We Are Moving to a New Location! As of Monday , May 22, 2023 our New address is 13480 Evening Creek Drive North, Suite 250, San Diego, CA 92128.

Wednesday, March 15, 2023

Both the Internal Revenue Service (IRS) and the state of California Franchise Tax Board, has given taxpayers more time to file their taxes after the state has been hit with a period of severe weather over this past winter season. While...

Wednesday, March 8, 2023

Contributing to an individual retirement arrangement (IRA) is a great way to grow your retirement savings and benefit from tax-sheltered investment growth or tax-free growth in a Roth option. The annual IRA contribution limit in 2023 is up

Tuesday, February 7, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to...

Tuesday, January 3, 2023

“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” Peter Lynch, 1944 - present, legendary mutual fund manager and investor

Thursday, December 15, 2022

Telos Capital Management has continued its mission to support our local charities and families in need throughout the year. We are proud to be partners in support to these important organizations and their programs...

Wednesday, November 16, 2022

If you are 65 and older, December 7th is an important deadline for Medicare Enrollment. Between October 15th and December 7th each year Medicare eligible enrollees have the option to review their coverage options and change plans. Changes..

Saturday, October 1, 2022

“It will be a rough road ahead as we feel the brunt of new Fed policies designed to undo the damage done by policies that created our current inflation problems.” National Federation of Independent Business (NFIB)...

Friday, July 1, 2022

“That hurricane is right out there down the road coming our way. We don’t know if it’s a minor one or Superstorm Sandy. You better brace yourself.” Jamie Dimon, 1956 – present, CEO of JPMorgan Chase

Thursday, April 7, 2022

“The secret for winning in the stock market does not include being right all the time… The key is to lose the least amount of money possible when you are wrong.” William O’Neil, 1933 – present, American...

Wednesday, February 9, 2022

An RIA's primary purpose is to manage his or her clients assets and advise them on the best course of action to maximize their wealth.

Saturday, January 8, 2022

Thursday, October 7, 2021

“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.” Ian H. Wilson, 1923 – 2014, former GE executive...

Friday, July 2, 2021

Saturday, April 3, 2021

Wednesday, January 20, 2021

“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.” John Kenneth Galbraith, 1908 – 2006, Canadian-American economist, diplomat, and public...

Thursday, April 23, 2020

Thursday, February 20, 2020

Friday, February 14, 2020

Tuesday, January 7, 2020

Wednesday, July 10, 2019

Friday, February 8, 2019