LPL Financial - Paul Sahota, CFP

LPL Financial - Paul Sahota, CFP www.paulsahota-financialplanning.com SUCCESS. It can be measured in so many ways. But success has its price. That’s what we do. Our process is sound and solid.

As your wealth grows life doesn’t get simpler, it gets more complex. The more you have, the more you’re exposed to losing it. Now, more than ever, you need to rethink your strategy of how to navigate through the risk and reward of wealth. We provide financial advice for people who seek to protect and grow their money. Our reputation is built on a long track record of working with people who want t

o exceed: People like you. We:
• design your goals,
• appraise your assets,
• analyze your needs,
• provide recommendations,
• implement execution,
• monitor and track your progress online

I had the privilege once again being invited to LPL National Conference in Beautiful San Diego for their top Advisors fo...
08/15/2026

I had the privilege once again being invited to LPL National Conference in Beautiful San Diego for their top Advisors for 2025. Big and exciting news from the conference was our new partenership with The PGA of America. Being an avid golfer myself, this is something to get excited about.

LPL Financial is partnering with the PGA of America for the next four years! Starting in 2027, LPL will be the official wealth management partner for the PGA’s Major Championships and PGA HOPE events.
This is LPL’s first major sports partnership and a huge milestone for our brand. With 32,000 advisors and 30,000 PGA Professionals, this collaboration brings together two incredible communities focused on discipline, strategy, and service.
Proud to be part of a firm that continues to grow, innovate, and create meaningful experiences for advisors and clients.

Oil Flows, Markets Surge: As tankers move freely through the Strait of Hormuz, the world’s most critical energy corridor...
04/17/2026

Oil Flows, Markets Surge:
As tankers move freely through the Strait of Hormuz, the world’s most critical energy corridor, traders are breathing easier — and markets are responding in kind.

Oil’s steady flow has cooled fears of supply disruption, easing inflation pressure and fueling a bullish rebound across global equities. Energy stocks led early gains, but optimism spilled into tech and industrials as investors priced in stability rather than shock.

The Strait may be narrow, but its impact is vast: nearly 20% of global oil passes through those waters. When that flow stays smooth, confidence ripples through every corner of the market.

For investors, this week’s message is clear — geopolitical calm can reignite momentum.
Stay diversified, stay disciplined, and keep your eyes on the horizon.
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04/16/2026

Getting all set up for our annual Spring cleaning event. Come join us today from 2-7pm.
Clear out your clutter and enjoy the fun. Document shredding on site, electronic recycling and household donations to valley veterans all in one convenient stop.
Plus, enjoy food, deserts, cocktails, craft beer, coffee, music and games while you are here.
Address: 465 E Fir Ave, Fresno.

After five straight weeks of losses, the market finally found its footing—stringing together seven consecutive days of g...
04/10/2026

After five straight weeks of losses, the market finally found its footing—stringing together seven consecutive days of gains and giving investors a much‑needed breather. That streak, however, came to an end today as major indices paused, digesting a week marked by shifting geopolitical narratives.

Markets rebounded sharply this week, but today’s pullback is a reminder that sentiment remains fragile.

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April is Financial Literacy Month — and the numbers tell us we still have work to do.A recent survey found that more tha...
04/02/2026

April is Financial Literacy Month — and the numbers tell us we still have work to do.

A recent survey found that more than one‑third of American college students would give themselves a “C” or worse when grading their own personal finance knowledge. Even more eye‑opening: 38% say they’d feel more comfortable talking to their parents about s*x or politics than about money.

If that doesn’t highlight the need for better financial education, I don’t know what does.

As a CFP, I see every day how empowering it is when someone gains clarity around budgeting, saving, investing, and planning for their future. Financial literacy isn’t about knowing everything — it’s about having the confidence to ask questions, seek guidance, and take the next step.

This month, let’s make financial conversations a little less intimidating and a lot more common. Your future self will thank you.

In every market downturn, there are moments when stocks rally sharply—sometimes for days, sometimes for weeks. These are...
03/31/2026

In every market downturn, there are moments when stocks rally sharply—sometimes for days, sometimes for weeks. These are called bear market bounces, and they can be just as confusing as the downturn itself.
As a CFP®, I remind clients that volatility cuts both ways. Big down days often cluster with big up days, and those short bursts of strength can give the illusion that the worst is behind us.
Historically, however, many of the strongest single‑day gains have occurred during bear markets, not after them.

What investors should understand

- A bounce is not a recovery. Markets can rise 5–10% quickly even while the broader trend remains negative.
- Sentiment shifts fast. Headlines, policy announcements, and economic data can spark temporary optimism.
- Bear markets are a process. They typically move through phases—fear, relief, retesting—not a straight line down or up.
- Staying disciplined matters most. Long‑term plans are built to weather both the declines and the deceptive rebounds.

The S&P 500 continues to grind lower, finishing at a new year‑to‑date low and extending its longest weekly losing streak...
03/28/2026

The S&P 500 continues to grind lower, finishing at a new year‑to‑date low and extending its longest weekly losing streak since the 2022 bear market.

Yet despite the persistent weakness, NYSE New Highs minus New Lows hasn’t flashed the kind of deeply negative readings that typically accompany true capitulation. Historically, major washouts—think 2011, late 2018, or the 2022 lows—were marked by days when New Lows overwhelmed New Highs by several hundred issues, signaling broad, indiscriminate selling. We’re nowhere near that level of internal stress.

So while the tone across financial media and social platforms feels increasingly bleak, the market’s internal data suggests that equities still have room to get more stretched to the downside before reaching the kind of oversold extremes that often precede durable rebounds.

The Takeaway: The S&P 500 notches another down week, but market internals indicate that stocks haven’t yet hit the deeply oversold conditions typically seen at major turning points.

It was another turbulent week for U.S. equities as Wall Street closed out its fifth straight weekly decline, marking the...
03/27/2026

It was another turbulent week for U.S. equities as Wall Street closed out its fifth straight weekly decline, marking the longest losing streak in four years. Geopolitical tensions, surging energy prices, and renewed uncertainty around Federal Reserve policy kept investors firmly on edge.

Key market moves this week:

Dow Jones: Fell into correction territory, dropping ~1.7% on Friday alone and now down 10.5% from its 52‑week high.

S&P 500: Lost 1.67% Friday, capping a ~2% weekly decline and extending its losing streak to five weeks.

Nasdaq Composite: Slid 2.15% Friday and more than 3% for the week, officially in correction territory and now ~13% below its October peak.

What drove the volatility:

Oil prices surged, with Brent crude settling above $112 per barrel, driven by escalating tensions in the Strait of Hormuz and uncertainty around U.S.–Iran negotiations.

Tech stocks led the decline, with major names like Meta, Alphabet, and Nvidia posting sharp losses as investors rotated away from high‑growth sectors.

Fed expectations diverged sharply from market sentiment: despite sticky inflation and a hawkish tone from policymakers, traders increasingly priced in multiple rate cuts for 2026 as labor market data softened.

Six years ago this week, the S&P 500 hit its COVID‑era low. Since then, the market has staged an incredible comeback—up ...
03/25/2026

Six years ago this week, the S&P 500 hit its COVID‑era low. Since then, the market has staged an incredible comeback—up 196% from that point. All 11 sectors have gained at least 67%, with energy (+390%) and technology (+330%) leading the way. Amazing to look back and see how far things have come.

The biggest drag on equity performance today isn’t fundamentals—it’s geopolitics. We’re operating in a market where cros...
03/20/2026

The biggest drag on equity performance today isn’t fundamentals—it’s geopolitics. We’re operating in a market where cross‑border tensions, policy unpredictability, and shifting global alliances are creating structural uncertainty that traditional models struggle to capture.
This environment is reshaping investor behavior:
Defensive positioning is becoming the norm
Growth expectations are being recalibrated
Risk is being priced with a wider lens

This isn’t just another bout of volatility—it’s a reminder that geopolitical dynamics can influence markets as much as economic data. In periods like this, disciplined risk management, diversified positioning, and a long‑term perspective become even more important.

Understanding how global events shape market behavior is now a core part of navigating today’s investment landscape. Stay Sharp.

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