March 2, 2021
International Stock Markets: Should I invest internationally?
Should you invest internationally? Today we are going to breakdown what you need to know about investing outside of the United States.
February 25, 2021
What Happens When I Refer Someone to One Degree Advisors?
We understand that your friend’s experience (even on a brief call) may reflect on you, so we want to provide them with a positive experience.
February 22, 2021
Gamestop Tips on Savings & Restarting Your Business: Cut Through The Noise
This week Anthony Saffer and Alex Okugawa discuss the recent Gamestop mania, tips on savings, and restarting your business.
February 17, 2021
First Time Homeowners: Should I Help My Children Buy A Home?
First-time homeowners. Should I help my children buy a home? It can be especially hard for first-time homeowners in Southern California...
February 16, 2021
Insurance Planning: A Simple Annual Checklist
Insurance is an essential part of planning. That's why we've created a simple annual checklist to review your insurance coverage each year.
February 3, 2021
Lump-sum or Pension payout: Which option is best?
A pension can make up the biggest source of income for retirees. If you have a pension, this is a video you don't want to miss.
January 20, 2021
Investment Tax Forms & What To Expect
For those who have to file tax returns, there’s a dizzying assortment of forms. Here are some common (IRS) tax forms you should know about.
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 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
Money Lessons To Teach Your Kids
How can I better equip my children to handle money wisely? Let's discuss simple techniques you can use to raise money smart kids.
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