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Santa Rally


Santa baby, slip a sable under the tree for me
Been an awful good girl
Santa baby, and hurry down the chimney tonight

Santa baby, a '54 convertible too convertible too, light blue
I'll wait up for you, dear
Santa baby, so hurry down the chimney tonight

Santa what we really want … is a RALLY! So what is a Santa Rally? A Santa Rally is a market effect that is a rise in stock prices (a ‘gift’ from Santa) in the last 5 trading days of the year and the first 2 trading days of January. Experts are in agreement that 2019 should be expecting a visit from the big fat man in the red suit!

Since 1969, on average, has enjoyed a 1.3% gain during the Santa Rally when they occur. While this isn’t a large gain it is considered to be a predictor of what to expect in the coming year. Currently, the markets are giving us positive returns so it looks like Santa Claus is coming to town and paying a visit to Broad & Wall! Merry Christmas and Happy Holidays!

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Monday, 13 July 2020

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or