Blogger 2018-11-09T19:04:39+00:00


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.


How High Income Earners Fund Roth IRAs

August 16, 2018 How High Income Earners Fund Roth IRAs By Clete Albitz, CFP®  A Roth IRA could be considered the most tax-advantaged long-term savings account.  Your after-tax contributions grow tax-free and can be withdrawn from tax-free anytime after age 59 ½.  Furthermore, required minimum distributions are not required at age 70 ½ like a traditional IRA.  [...]

August 16th, 2018|

Rent Control on the Block

August 16, 2018 Rent Control on the Block By Paul Miloe, CRPS®  In November, California voters will decide the fate of rent control via a highly controversial proposal – Proposition 10.  Prop 10 is to be known as “The Affordable Housing Act” and carries a ballot title of: “Expands Local Governments’ Authority to Enact Rent Control [...]

August 16th, 2018|

Understanding Risk in Bonds

June 25, 2018 Understanding Risk in Bonds By Clete Albitz, CFP®  Back in 1938, the concept of bond duration was first introduced by Canadian economist, Frederick Macaulay.  Macaulay duration is defined as the weighted average of the time until the fixed cash flows from an asset are received.  It is frequently reformulated as modified duration to [...]

June 26th, 2018|

Real Estate Changes for Rental Owners

June 26, 2018 Real Estate Changes for Rental Owners By Paul Miloe Whether you currently own rental properties in CA, or are considering income properties in the future, some changes are coming, so be sure to check on the following with your leasing agent/broker/property management company to ensure you’re ready and any forms you are using are [...]

June 26th, 2018|
Load More Posts