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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.

Prop 19

March 2, 2021 Prop 19 By Paul Miloe, Financial Advisor *Updated* - Over 55 and Entering Escrow in California - Be Wary of Prop 19 While the portion of Prop 19 covering family transfers became effective Feb. 15th, the portion that allows a value transfer on a principal residence for anyone age 55+ (or disabled), becomes [...]

March 2nd, 2021|

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 [...]

December 15th, 2020|

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 [...]

December 15th, 2020|

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 [...]

December 15th, 2020|

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 [...]

December 8th, 2020|

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 [...]

November 4th, 2020|
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