An up-to-date estate plan goes beyond just trying to minimize taxes and expenses. At its core, estate planning ensures that your assets transfer to whom you want and that the right...

Jeremy Welch Senior Advisor, Managing Principal April 13, 2021

BEW

BEW Leadership Team Annoucement

I am reaching out today to share the exciting news that

Ben Peters Lead Advisor & CCO, Principal January 15, 2021

BEW

2020 Year-End Summary

Second, 2020 should humble investors from drawing direct lines from the news or their lives to stock markets. Most expect the market narrative to match their worldview. Often, this...

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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...

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.

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 June 21, 2024

Financial News

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.

Key takeaways

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