Elections Matter… for Financial Planning
While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...
Read moreQ3 2024 Commentary – Does Anyone Remember August?
The S&P 500 fell 8.5% over two weeks in August. Does anyone remember this? Through September 30, the index was up 20.8%, the best start to the year since 1997. August was...
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Webinar with Apollo Lupescu from Dimensional Funds
Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.
Read moreEvery bull market, a stock breaks into the Zeitgeist. A few years ago, it was Tesla. This bull market, it is Nvidia.
Read moreWebinar – Cybersecurity Trends and Best Practices
You may leave a bit paranoid, perhaps appropriately so. Still, we can all remain safe online by remaining guarded and following practical tips.
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Don’t Mix Politics and Investing
As we approach another election season, the chatter about its potential impact on financial markets is hard to ignore.
Read moreBest Practices to Prevent and Deal with Cybersecurity Breaches
Securing and keeping a watchful eye on the accounts you entrust to us is our foremost duty. In light of increasing threats, we want to remind everyone to...
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Wealth Management For Entrepreneurs
Navigating the complex world of finance can be challenging for entrepreneurs who juggle the challenges of managing business and personal finances. Effective wealth management assists in sustaining...
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Whether you own real estate, have substantial retirement accounts, or other valuable assets, understanding how to create the right estate plan in the Golden...
Read moreCalifornia Gift Tax: Everything You Need To Know
Unravel the complexities of the California Gift Tax with our comprehensive guide. Discover who needs to pay, how much, and what exceptions could apply....
Read moreCalifornia Long-Term Care Tax: What You Need To Know
This article explores the implications of a long-term care tax in California, why long-term care is so expensive, and what actions you can take to help...
Read moreAI and the Investing Landscape
We had a fascinating conversation on the investment landscape for Artificial Intelligence (AI) with Marc Nabi of Capital Group on Wednesday.
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