Feb 18, 2021 | Financial Planning, Investing
What role does fixed income play in your portfolio? How do we squeeze return out of bonds in today’s ultra-low interest rate environment? We have often discussed or written about the topic of the premium that equity investors may receive over time in...
Feb 4, 2021 | Financial Planning, Taxes
After a year of so much uncertainty and isolation for many, we can vow to focus on our physical health and our mental health as we head into 2021. Having a good financial plan in place will help you create peace around the issue of money and that can translate...
Jan 21, 2021 | Financial Planning, Interesting Links
Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months”? January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our goals...
Jan 7, 2021 | Financial Planning, Interesting Links
In the November Election, California Proposition 19 was voted on and approved. The Proposition goes into effect on February 16, 2021 and will change the rules for some tax assessment transfers after this deadline. From the perspective of the taxpayer, there is...
Jan 7, 2021 | Financial Planning, Interesting Links, Questions & Answers
1. Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption or a death in the family in 2020, these forms may need to be updated. What better way to start the new year than with a new...
Dec 17, 2020 | Financial Planning, Interesting Links, Investor Behavior
This time of the year often brings nostalgia as I prepare for holiday celebrations with family and friends and reminisce about events over the past year. It also gets me thinking forward to my goals and aspirations for the new year. Feeling nostalgic and celebratory...
