March 2020 offers an excellent case study for how BEW rebalances client portfolios. Studies demonstrate that rebalancing systems drive significant long-term value. March 2020 was a strong...

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Kelly Metzler Lead Advisor, Principal May 9, 2024

Taxes

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

Taxes

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 Lead Advisor & CCO, Principal April 13, 2022

Bonds

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 Advisor January 26, 2024

Inheritance

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...

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