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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.

Take a look at our Fourth Quarter 2020 Investment Market Review. Download our free PDF.

This week Anthony Saffer and Alex Okugawa discuss the recent Bitcoin euphoria, potential tax increases, and hyperinflation.

California's Proposition 19, passed in November, has dramatically changed how you can leave or give California real estate to your children.

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.

How can I better equip my children to handle money wisely? Let's discuss simple techniques you can use to raise money smart kids.

People don't often realize that mutual funds can release big distributions towards the end of the year, which is taxable income...

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?

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?

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.

The outcome of the presidential election, closer than most had predicted, appears to be headed for recounts and lawsuits.

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.