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At Sackett Financial Group, our aim is to help our clients live their desired lifestyle for their lifetime by providing them with reliable information to make confident decisions.  In our complex world where information flows at a continuous pace, it can be difficult to sift through the constant stream of news, laws, and opinions to determine what is actually relevant.  Our hope is to bring pertinent information to our clients that is not just meaningful, but also in context.  

Whether it is contextual news about tax law changes, updates regarding economic and financial issues, or simply our annual Thanksgiving letter, we hope you find something insightful in our periodic Sackett Financial Insights.

 

Friday, May 1, 2020

We have received many questions from clients in recent weeks with regards to the various programs resulting from the passing of the CARES Act that impact individuals and small businesses. The Paycheck Protection Program has helped many...

 

Wednesday, April 15, 2020

After the passing of the CARES Act, Americans have been anxiously awaiting payments from various Federal government relief programs. Specifically, many of our clients have asked us questions about what to expect from the federal...

 

Tuesday, March 31, 2020

The U.S. Senate Committee on Small Business & Entrepreneurship released the attached document today that is a thorough and concise guide for small business owners to navigate the pertinent provisions of the recently passed CARES Act....

 

Monday, March 30, 2020

CEO’s and business leaders are being challenged to navigate current business conditions. It was just six weeks ago we were all struggling to find enough skilled workers to care for our customers. Business was great and we were...

 

Wednesday, March 18, 2020

The stock market has enjoyed a couple of years of substantial growth, but on February 20, 2020, it began a steady decline coinciding with an increased awareness of COVID-19 and its potential threat to our health care systems. So, the...

 

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Wednesday, March 18, 2020

Dear clients, In an effort to maintain the health and safety of our staff, our families, and our clients, and in response to the recent order from Orange County’s Health Officer, Sackett Financial Group has enacted our business...

 

Thursday, February 27, 2020

It sure would be nice if our investments only went up in value. Unfortunately, events occasionally occur which drive our accounts down for a period of time due to matters unforeseen. Although most, if not all current indicators point...

 

Tuesday, January 28, 2020

The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act was signed into law and is in effect on January 1, 2020. The new law impacts retirement plans and IRAs in a variety of mostly positive ways, but one...

 

Monday, January 27, 2020

Every morning I rise at 5:15 a.m., read the news, check email, review my calendar, exercise and get ready for the day. And every morning I gripe to my poor wife about how badly news sources confuse its readers. At Sackett Financial...

 

Monday, September 30, 2019

Our attention is naturally drawn toward an alarming photo or headline, particularly if there is a sense of eminent danger. This is especially true when it comes to our money and sense of security.

 

Wednesday, April 18, 2018

Although we don’t see much weather variation in the changing of seasons in southern California, the coming of spring is a welcome time. Cold, gray and rainy weather turns to warm and clear blue skies. We see the hills turn green...