Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Under the Big Top
Hi everybody, I hope you had a great summer. Today I’m going to talk about something that’s been in the news quite a bit and, to an extent, what is driving the financial markets right now. Yes, we know about the upcoming midterms, the geopolitical chaos and the worries about AI running wild. In the
Last Minute Tax Planning for 2020
With the 2020 tax filing deadline approaching, here are some post year-end tax planning strategies you may still be able to use and apply to your 2020 tax return. Retirement Contributions If you have not yet funded an IRA or Roth IRA for the 2020 tax year, you can still do so up until April
Prop 19
*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 effective on April 1st. If you’re looking to purchase a
Inflation on the Horizon in 2021
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 have you heard that word in 2020?) amount of dollar printing to fund
3 Minute Video: A Few Things You Can Control
It’s mid-December and we are so close to turning the page on 2020. But while turning the page might end a chapter, it doesn’t mean the conclusion to the story. There is still a lot of interesting stuff going on right now and it sure feels like we have another three- or four-months of 2020’s
Prop 19 – How This Will Affect CA Property Owners
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 the plus side, beginning April 1, 2021, Prop 19 will permit anyone over age 55,
Investor Considerations When Choosing a Mutual Fund or Exchange-Traded Fund (ETF)
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 as structural differences between the two. The investment vehicle best suited for a specific situation often depends
A New Year’s Resolution Idea
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 us don’t know where we are financially at any given point, so
Autumn 2020 Financial Newsletter
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Estate Planning: More than Just Documents
Taking the time to meet with a well-qualified attorney to develop your estate plan is an important step in the financial planning process. This can take time, but after a thorough review, you’ll be glad you did this for the peace of mind it can provide you and your family. Once the documents have been
