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Artificial Intelligence

Artificial Intelligence By Phil Albitz, CFP® Hi Everybody. I hope you are enjoying the summertime and that it isn’t too hot wherever you’re at. I’m going to talk a little bit about AI - Artificial Intelligence - and one of my first experiences with AI. AI has been called the most transformative technology of [...]

August 2nd, 2023|

Financial Considerations When Getting a Dog

Financial Considerations When Getting a Dog By Sylvia Salguero, Financial Advisor Owning a dog can be an incredibly rewarding experience. Dogs provide unconditional love, companionship, and joy, but they also come with financial responsibilities that should not be underestimated. From the initial costs to the ongoing expenses, it is essential to be financially well-prepared to [...]

July 26th, 2023|

Homeowners Insurance Woes

Homeowners Insurance Woes By Paul Miloe, CRPS® While the financial markets have been on the mend in 2023, the property and homeowners insurance markets have been facing very difficult times. In states like CA and FL where there have been repeated and widespread events like wildfires, hurricanes, and flooding, homeowners seeking to insure their property are [...]

July 24th, 2023|

The Silent Generation: A Generation of Strength and Resilience (1928-1945)

The Silent Generation: A Generation of Strength and Resilience (1928-1945) By Vance Albitz, CFP® In our recent Spring Newsletter, we highlighted the Baby Boomer, Gen X, Millennial, Gen Z, and Gen Alpha generations. We did this “Just So You Know” article to explain exactly what birth years are associated with the different generations. [...]

June 13th, 2023|

Spring 2023 Newsletter

Bank failures…just what we didn’t need at this current inflection point in the economy. Shades of 2008, but with a different twist. Should we be surprised? No, because it is now apparent that many bankers are not good risk managers. So now along with war, fear of recession, inflation, homelessness, crime, political partisanship that borders on embarrassment, we also [...]

May 12th, 2023|
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