Covid

Informed Decisions Drive Better Outcomes

kelly_metzler

Kelly Metzler Lead Advisor, Principal

Retirement

What’s the Best Retirement Age for High Achievers?

Pinpoint your best retirement age by balancing finances, health, and the vision you have for life after work.

jeremy_welch

Jeremy Welch Senior Advisor, Managing Principal March 8, 2022

Replay: Webinar with Tony Coniaris of Oakmark Funds

We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

ben_peters

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

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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kelly_metzler

Kelly Metzler Lead Advisor, Principal May 9, 2024

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

Chris Hughes Lead Advisor, Principal November 30, 2023

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

Sydney Kovacs Advisor January 26, 2024

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

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

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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