But our society, our standard of living, has improved dramatically! Progress is an underappreciated piece of our story. Consider the following:
Read More
It’s no secret, California has earned its reputation for an expensive place to live.
Taxes can be a confusing and complicated issue, even more so when we live under 2 tax codes: CA State and Federal.
Read More
Think of it this way: with a traditional IRA, you get a tax break now. With a Roth IRA, you get a tax break later. And that "later" tax break can be a very big deal:
Read More
Amodei believes the AI tools that Anthropic and other companies are racing to build could eliminate half of entry-level, white-collar jobs and spike unemployment to as much as 20% in the next one to five years
Read More
Just as a few cool days don't stop summer from arriving, market dips don't cancel the potential for long-term growth.
Read More
Most people don’t know that CD’s are available through investment companies- often with better rates and terms than banks can offer. Here’s what you should know:
Read More
If you only used this chart, you could make a good argument for investing when the fear index is above 30:
Read More
Here’s what we’re telling clients about the Tariffs:
Read More
To understand where things are going, it’s important to remember where we’ve been. Consider the products and services that didn’t exist 25 years ago:
iPhone
Amazon Prime
Facebook
Youtube/Gmail/Google Maps/Chrome
Notes on the rotation out of tech, and our latest video with charts of the moment
Read More
If you’re planning for retirement, knowing the milestones is essential to avoiding taxes, penalties and missed opportunities.
Read More
Notes and Outlook on Wildfires, Insurance, AI, Biotech and Tax Reform
Read More
If you’re wondering what your top 2025 California and Federal taxes rates are, look no further.
Read More
What’s most important about this exercise (aside from internal bragging rights) is to honestly assess where markets are at. Under scrutiny, investment opportunities tend to look more or less attractive, never the same. A true time to divide what’s bullish and what’s bull$h!t.
Read More
A Required Minimum Distribution (RMD) is the minimum annual amount you must withdraw from pre-tax retirement accounts like IRA’s and 401(k)’s. Here’s what you need to know:
Read More
In 1982, American Biologist E.O. Wilson wrote “We are drowning in information, while starving for wisdom”. That’s truer than ever today:
Read More
Do you ever worry about who will help manage your assets and affairs should your family be struck with death or incapacitation? Have you thought about consolidating everyone’s contact information on a single document?
Read More