Greg Yuen
Vice President of Wealth Management
Sequoia Wealth Advisors & LPL Financial Advisor No offers may be made or accepted from any resident of any other state.
What began as a teller position in college, has developed into nearly 2 decades of dedication to helping others work towards their financial goals and dreams. Greg doesn’t consider his clients a business relationship, but rather a friendship. His comforting easy-going nature can help his clients feel comfortable discussing deeply personal issues relating to their finances, goals, & lives. These de
Weekly Market Performance - Markets Higher Amid Improved October CPI Friday, November 11, 2022 Index Performance View enlarged chart U.S. and International Equities Markets Finish the Week Higher Stocks finished the week higher amid Thursday's cooler-than-expected Consumer Price Index (CPI) results. Moreover, Thursday's rally was a testament to the bull's peak inflat...
Elections point to more Mixed Government
Midterm Election Results Point to More Mixed Government Wednesday, November 9, 2022 The main takeaway from election results currently is likely a mixed government, which we continue to view as market-friendly overall. There's still some counting to do in some key races, but it remains very likely Republicans will take the House.
#2023
Year-end planning ideas to lighten the tax burden As year-end approaches, there may be steps taxpayers can take to better manage their current tax bill, or to hedge the risk of higher taxes in the future. Now is an opportune time to assess finances and determine if any adjustments are needed - especially this year, as rising inflation means key tax...
What does an inverted yield curve mean?
How Markets Respond to Yield Curve Inversions Tuesday, November 1, 2022 Wednesday last week, the three-month Treasury yield moved above the 10-year Treasury yield, a condition known as yield curve inversion and historically an important warning flag of elevated recession risk. But has it also been a warning flag for market returns?
Did you know October is Financial Planning month?
Financial Planning Month Plan the journey to your financial future.
Weekly Market Performance - CPI Data Adds to Market Volatility
Weekly Market Performance - CPI Data Adds to Market Volatility Friday, October 14, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Mostly Lower Stocks finished mostly lower as Thursday's release of the September Consumer Price Index report added to market volatility. On Thursday, the S&P 500 Index's rally marked the fifth lar...
Weekly Market Performance - Rough End To Positive Week
Weekly Market Performance - Rough End To Positive Week Index Performance View enlarged chart. U.S. and International Equities Markets Finish Higher Stocks finished higher as the S&P 500 Index ends its streak of five losing weeks in the past six. This week's gains, Friday's losses notwithstanding, can be credited to deeply oversold conditions and pervasi...
Weekly Market Commentary | Taking Advantage of Higher Yields
Weekly Market Commentary | Taking Advantage of Higher Yields LPL Research explains why they believe opportunities in fixed income have improved.
Weekly Market Commentary | Calendar Cruelty
Weekly Market Commentary | Calendar Cruelty LPL Research discusses stock markets for the fourth quarter during midterm election. And the outlook for 2022 as the markets materializes keeping up pace.
Weekly Market Performance - Markets Sell Off Sharply On Hawkish Powell Message
Weekly Market Performance - Markets Sell Off Sharply On Hawkish Powell Message Friday, August 26, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Finish Lower Markets pulled back sharply this week as the S&P 500 Index ended its streak of four straight weekly gains.
Weekly Market Performance - Markets Pull back, Ending Four-Week Winning Streak
Weekly Market Performance - Markets Pull back, Ending Four-Week Winning Streak Friday, August 19, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Finish Lower Markets across the board pulled back this week as the S&P 500 Index ended its streak of four straight weekly gains, the longest such streak since November 2021.
Are We In A Recession Yet?
Are We In A Recession Yet? Friday, July 29, 2022 What Does A Recession Look Like? What necessary ingredients do we need to bake up a recession? The National Bureau of Economic Research (NBER) looks for economic declines that are significant, broad-based, and persistent. Or, to use the terminology of the NBER business cycle da...
Weekly Market Commentary | Managing Volatility
Weekly Market Commentary | Managing Volatility LPL Research discusses several factors causing volatility and what may lie ahead in 2022.
Fed's Powell: "Clock is running" for Fed to bring inflation down By Reuters
Fed's Powell: "Clock is running" for Fed to bring inflation down By Reuters Analysis-Easing COVID-19 rules, growth focus aid China bulls' cautious return By Xie Yu HONG KONG (Reuters) - The latest easing of coronavirus travel rules combined with other encouraging policy signals have began luring some foreign investors back to...
Keeping a Steady Hand in Uncertain Times | T. Rowe Price
Keeping a Steady Hand in Uncertain Times | T. Rowe Price Keeping a Steady Hand in Uncertain Times Volatility has not shaken our focus on long‑term fundamentals. Paul Greene Portfolio Manager, Blue Chip Growth Fund The challenging macro backdrop means we have a subdued near‑term outlook for growth stocks.
Weekly Market Commentary | Is the 60/40 Portfolio Dead?
Weekly Market Commentary | Is the 60/40 Portfolio Dead? LPL Research discusses diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Weekly Market Commentary | Economy Slowing but Not Shrinking
Weekly Market Commentary | Economy Slowing but Not Shrinking LPL Research explains why they think the economy is slowing but not shrinking.
Weekly Market Commentary | Looking Through the Clouds
Weekly Market Commentary | Looking Through the Clouds In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.
How Do Bonds Perform During and After Equity Bear Markets?
How Do Bonds Perform During and After Equity Bear Markets? Tuesday, May 24, 2022 The S&P 500 Index briefly touched bear market territory (down 20% from peak) intraday on Friday, May 20. While much will continue to be said about where equities are headed, what about bonds?
Stock market news live updates: Stock futures rise to recover from bear market brink
Stock market news live updates: Stock futures rise to recover from bear market brink U.S. stock futures rose Monday morning, with equities coming off a seven-week losing streak on more solid footing as investors shook off some recent volatility and digested fresh trade-related remarks from the Biden administration. Contracts on the S&P 500 gained more than 1% in early trading.
Weekly Market Commentary | Corporate America Delivers, Market Attention Focused Elsewhere
Weekly Market Commentary | Corporate America Delivers, Market Attention Focused Elsewhere LPL Research discusses first quarter earnings season for 2022 and what could help turn the stock market around.
Weekly Market Commentary | Have We Really Seen Extreme Pessimism Yet?
Weekly Market Commentary | Have We Really Seen Extreme Pessimism Yet? It’s been a tough year for stocks and bonds, but have we really seen extreme pessimism yet? LPL Research shares their thoughts.
6 Charts Focused on the Long Term
6 Charts Focused on the Long Term Friday, April 29, 2922 With the S&P 500 Index in correction territory (down more than 10% from the previous peak) while the market faces a number of big threats, including inflation, a hawkish Federal Reserve, soaring yields, and war in Eastern Europe, investor anxiety levels are understandably elev...
Weekly Market Performance - Markets Finish Lower Amid Continued Inflation Concerns
Weekly Market Performance - Markets Finish Lower Amid Continued Inflation Concerns Friday, April 22, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Finish Mixed For the third straight week, the U.S. market indexes finished lower as the continued Eastern European conflict along with inflation concerns renewed investor worries about future corpor...
Finally Some Income for Your Fixed Income
Finally Some Income for Your Fixed Income Tuesday, April 19, 2022 The unrelenting move higher in U.S. Treasury yields continued last week making it the 15 th week (out of the past 16 weeks) that the yield on the 10-year U.S. Treasury security ended the week higher.
Weekly Market Commentary | What to Watch This Earnings Season
Weekly Market Commentary | What to Watch This Earnings Season With first quarter earnings season coming up, LPL Research highlights what they’re watching and shares their latest thoughts on the 2022 profit outlook.
Weekly Market Commentary | Headwinds to Global Growth
Weekly Market Commentary | Headwinds to Global Growth LPL Research explains why we’ll likely see more regional and demographic divergence in the housing market.
What the Yield Curve Is, and Isn't, Signaling... Yet
What the Yield Curve Is, and Isn't, Signaling... Yet Tuesday, April 5, 2022 The shape of U.S Treasury yield curve is often looked at as a barometer for U.S. economic growth. More specifically, it reflects how the Federal Reserve (Fed) intends to stimulate or slow economic growth by cutting or raising its policy rate.
Weekly Market Performance - Markets Finish Mixed Amid Geopolitical and Inflation Concerns
Weekly Market Performance - Markets Finish Mixed Amid Geopolitical and Inflation Concerns Friday, April 1, 2022 Index Performance View enlarged chart. U.S. and International Equities Markets Finish Mixed As has been the major market theme since late February, the Russia-Ukraine conflict and its effects on inflation added to this year's concerns over monetary policy and continued to weigh...
Shares, bond yields jump after "encouraging" Russia-Ukraine talks By Reuters
Shares, bond yields jump after "encouraging" Russia-Ukraine talks By Reuters Economy 19 minutes ago (Mar 29, 2022 09:16AM ET) © Reuters. FILE PHOTO: A man wearing a protective mask, amid the coronavirus disease (COVID-19) outbreak, walks past an electronic board displaying Shanghai Composite index, Nikkei index and Dow Jones Industrial Average outside a brokerage in Tokyo, ...
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