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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 August 13, 2020

Watch: Q&A with the Portfolio Managers of the Osterweis Strategic Income Fund

The Fed actions in suppressing interest income is like Aesop’s fable where the wind and the sun try to see who can make a man remove his coat. The sun wins because the harder the wind...

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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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