Blog2020-06-09T16:05:51+00:00

Blog

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.

Fall Brings Cooler Perspectives

Fall Brings Cooler Perspectives October 15, 2020 Fall is officially upon us, and with it hopefully some sense of normalcy in a year that has been anything but. The leaves will turn colors, the mosquitos will retreat, and cooler temperatures will prevail. We also believe that the fall will bring cooler perspectives on the economy and [...]

October 15th, 2020|

A Gift Idea for a Newborn Baby

August 12, 2020 A Gift Idea for a Newborn Baby By Sylvia Salguero, Financial Advisor Ever pondered what would be a meaningful gift for a newborn baby in your extended family?  Or maybe for a child or grandchild of a close friend?  You may want to consider a custodial account, where you can be the custodian, [...]

August 13th, 2020|

Is the Price Right?

August 11, 2020 Is the Price Right? Phil Albitz, CFP® I shake my head at how strange this year has been, and we haven’t even reached the election or the year-end cold and flu season yet. In this brief video, I’m going to talk about the stock market and what I think has been priced [...]

August 13th, 2020|

When to Accelerate Income with a Partial Roth IRA Conversion

August 9, 2020 Is a Partial Roth IRA Conversion Right for You? By Clete Albitz, CFP® The U.S. government has unleashed unprecedented fiscal and monetary stimulus as a response to the current economic situation.  At some point, we will likely be paying this bill in the form of inflation or higher taxes.  If you expect [...]

August 9th, 2020|
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