Over the previous decade, it didn’t matter much whether you left cash at the bank or put it in a money market fund, CD, Treasury, or under your mattress. ...

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Kelly Metzler Lead Advisor, Principal May 9, 2024

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California 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....

Chris Hughes Lead Advisor, Principal November 30, 2023

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Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

Sydney Kovacs Advisor January 26, 2024

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Understanding California’s Inheritance Tax

Navigating the world of inheritance taxes can be a complex journey, filled with nuances and varying state laws. This intricate financial terrain, which impacts the transfer of assets after a person's...

Ben Peters Lead Advisor & CCO, Principal April 13, 2022

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Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...

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