January 19, 2021
Portfolio Rebalancing: Why You Should Do It
The market is at all-time highs despite the economy. Let's talk about rebalancing as a part of a long-term strategic investment process.
January 12, 2021
Fourth Quarter 2020 Investment Market Review
Take a look at our Fourth Quarter 2020 Investment Market Review. Download our free PDF.
January 12, 2021
Bitcoin, Tax Increases, and Inflation: Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss the recent Bitcoin euphoria, potential tax increases, and hyperinflation.
December 30, 2020
Prop 19: Do You Have Appreciated California Real Estate That You Plan to Leave to Your Children?
California's Proposition 19, passed in November, has dramatically changed how you can leave or give California real estate to your children.
December 29, 2020
How to Protect Your Wealth: Avoiding Scams
Advancement of technology has lead to an increase in scams. You need to know how to protect your wealth. Let’s discuss a plan to protect yourself.
December 23, 2020
How Can I Teach My Children To Handle Money Wisely?
How can I better equip my children to handle money wisely? Let's discuss simple techniques you can use to raise money smart kids.
December 15, 2020
How To Lower Taxes: Stealthy Mutual Fund Distributions
People don't often realize that mutual funds can release big distributions towards the end of the year, which is taxable income...
December 8, 2020
How to Invest During Coronavirus: Should I Be Optimistic?
Investing during Coronavirus. What do I need to do not just in the long term, but during times of uncertainty? Am I set up for Success?
December 7, 2020
Health Risks: Do I Need Long-term Care Insurance?
52%: Is the percentage of people turning age 65 who will need some type of long-term care services in their lifetimes. What are my options?
November 10, 2020
How Should I Prepare My Portfolio for What’s Next?
2020 has been a whirlwind for investors. Some investors can't wait to get in on the action while others are nervous for what is ahead.
November 4, 2020
What You Should Know About the Stock Market’s Response to The Election
The outcome of the presidential election, closer than most had predicted, appears to be headed for recounts and lawsuits.
November 2, 2020
Government Shutdowns, Bonds, and When To Retire: Cut Through The Noise
Today we're going to be answering your questions that we've been hearing throughout the month along with what's happening around the world.