In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which includes a retirement bill titled the...

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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....

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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.

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