Economics

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.

ben_peters

Ben Peters Lead Advisor & CCO, Principal October 9, 2024

Annual economic & market outlook

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,...

ben_peters

Ben Peters Lead Advisor & CCO, Principal February 5, 2016

Beware of Forecasting Season

January means it’s time for the media to pronounce its always-bold,...

ben_peters

Ben Peters Lead Advisor & CCO, Principal October 22, 2015

How to Approach Down Periods in the Markets

In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...

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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.

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...

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...

Key takeaways

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