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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|


June 10, 2020 Unprecedented? Phil Albitz, CFP® Suffice it to say, 2020 has started off with plenty of challenges and we continue to have challenges. If I were to have told you back in February that you’d be wearing a face mask every time that you went to the grocery store, you would have thought [...]

June 10th, 2020|
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