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We’re passionate about providing you with information about finances, financial planning, investing, and more. Choose a category below to start reading or view our recent posts.
A New Year’s Resolution Idea
December 15, 2020 A New Year's Resolution Idea By Sylvia Salguero, Financial Advisor How about making 2021 the year when you put aside all excuses you’ve used in past years and actually confront your finances? Maybe even contemplate a budget for the first time? Despite the plethora of financial literacy articles, seminars, workshops, etc., many of [...]
Investor Considerations When Choosing a Mutual Fund or Exchange-Traded Fund (ETF)
December 15, 2020 Investor Considerations When Choosing a Mutual Fund or Exchange-Traded Fund (ETF) By Clete Albitz, CFP® Mutual funds and exchange-traded funds (ETFs) can be found in most investor portfolios today. They provide a simple and low-cost way to obtain diversification, professional management, and targeted investment exposure. Although similar, there are some nuances as well [...]
Prop 19 – How This Will Affect CA Property Owners
December 15, 2020 Prop 19 – How This Will Affect CA Property Owners By Paul Miloe, CRPS® In November, CA voters passed Prop 19. This could have implications for all who own real estate and could have major effects on families with commercial buildings, vacation homes, or multi-unit buildings who seek to pass ownership at death. On [...]
3 Minute Video: A Few Things You Can Control
December 15, 2020 3 Minute Video: A Few Things You Can Control Phil Albitz, CFP® It’s mid-December and we are so close to turning the page on 2020. But while turning the page might end a chapter, it doesn’t mean the conclusion to the story. There is still a lot of interesting stuff going on [...]
Inflation on the Horizon in 2021
December 15, 2020 Inflation on the Horizon in 2021 By Vance Albitz, CFP® The United States has not seen significant inflation in almost 40 years. That may change soon, thanks to a massive federal deficit, pent-up demand when quarantine restrictions are removed, a shift in Federal Reserve monetary policy, and an “unprecedented” (how many times [...]
Election Uncertainty Remains, But Potential Outcomes Shrink
Election Uncertainty Remains, but Potential Outcomes Shrink November 4, 2020 Election Day is finally behind us, and we sincerely hope you voted. Since the turnout was high and over half the ballots cast were mail-in ballots, it will take longer to count them all. While we wait for the votes to be tallied, we do remind [...]
