October 16, 2022 Your Digital Estate Plan By Paul Miloe, CRPS® If you have completed your traditional estate plan (Will, Trust, Directives, etc.), you’ve taken a big step for the benefit of your family. After you finalized the plan by ensuring personal assets were retitled under your Trust, confirming your beneficiaries are [...]
October 12, 2022 TD Ameritrade and Charles Schwab Merger Update By Clete Albitz, CFP® In 2019, TD Ameritrade Holding Corporation was purchased by the Charles Schwab Corporation. The merger between the two firms has created the largest investment custodian for registered investment advisors providing custody services for over $7 trillion [...]
June 06, 2022 Using Electronic Payments? Watch Out for a 1099K By Paul Miloe, CRPS® There’s a little-known tax form that has been around since 2010 that many will be surprised to see arrive for 2022 tax filing. It’s known as the 1099-K and was created to report business income [...]
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, [...]
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 [...]
June 10, 2020 Helping Organizations in Need By Paul Miloe, CRPS® The effects of COVID-19 on our lives, families, friends, and financials cannot be understated. In 2020, we’ve collectively faced a situation unlike any experienced prior for decades if not generations. While we all long for advancements in science and medicine [...]
June 10, 2020 Meetings May Look Different, but Planning Remains the Same By Sylvia Salguero, Financial Advisor 2020 has led to many changes in the workplace. As a firm who operates on meetings, communication, and service, it is no surprise that the past few months have been unusual and unique for us and for everyone who works [...]
June 9, 2020 Non-Qualified Variable Annuities – Time for a Review By Clete Albitz, CFP® If you own a non-qualified variable annuity, a confluence of events has made it a worthwhile time to review your contract. A brief review of this type of account: A non-qualified variable annuity is typically [...]
June 21, 2018Market CommentaryFed Raises Rate As Trade Risks Escalate This was a busy week for soccer fans and investors alike. The former got treated to a kickoff of a month-long FIFA World Cup extravaganza in Russia, while the latter had a full docket of policy decisions from the Fed and the European [...]
