I have a friend who is thinking about rebalancing her retirement portfolio from one that’s high-risk and heavy on stocks, to a lower-risk one that’s more inclusive of bonds. Is this something people are doing now? Or is it smarter to wait for the election? Does that even matter?
Read MoreLife does happen on occasion and if you need to tap your retirement accounts before age 59.5, there are ways to do so that can save you from penalties, taxes, or both:
Read MoreInflation can be a problem for consumer discretionary companies: when excess money dries up, consumers for on the essentials. Simple as that.
Read MoreIf you’re wondering what your top 2024 California and Federal taxes rates are, look no further.
Read MoreWhat ultimately happens is anyone’s guess, but it would be surprising if we didn’t see proposed tax increases alongside spending cuts.
Read MoreAmerica may have held the investment spotlight for a decade, but that doesn’t mean there isn’t a world of innovators out there.
Read MoreState Farm’s recent cancellation only affects 2% of their existing policies, but it’s certainly a strong precedent being set by one of America’s largest insurers. Whether other insurance companies follow suit remains to be seen.
Read MoreNvidia has everyone’s attention of late, as its stock price exploded upwards to become the 3rd largest company in the world. In a period of 18 months, it surpassed companies like Amazon, Google, Facebook and Tesla in market cap.
Read MoreThe Dow Jones Index has grown over 100-fold since 1928. A lot of people are skeptical about whether it can keep climbing:
Read MoreAmidst the challenges of divroce lies an opportunity to rebuild your future on a solid financial foundation. Here's a roadmap to help you navigate the key financial considerations:
Read MoreLeaving your hard-earned cash in a checking account might seem safe, but inflation is silently gnawing away its value. If you feel like you could be earning more, consider these 2 alternatives:
Read MoreWhile wills are common, and often talked about, Californians should turn to trusts for smoother, faster, and ultimately more cost-effective estate planning. Here's five reasons a trust is often the wiser choice:
Read MoreAll Time Stock Market Highs, the Rise of AI and an upcoming election. Is the Market in trouble, or can it continue it's rally from 2023?
Read MoreWhen you read “stock market at all-time highs”, you probably expect a crash to follow shortly after. I’m not sure that’s something to worry about:
Read MoreMainstream media would have you believe election years are terrible for markets. It doesn’t help that candidates usually promise the stock market will crash if they don’t win…
Read MoreThe rules seem to change every year, so here are some common questions (and answers) relevant in 2024:
Read MoreWhile cash donations are valuable, most people don’t realize it’s one of the least efficient ways to support non-profits. Not only do you lose the liquidity of having that cash, but you also miss out on significant tax benefits. There is a better way!
Read Morein 2024, we’re going to hear a lot about what could and does go wrong. A potential recession. A contentious election. Multiple foreign wars. Each is a story, but never the full story.
Read MoreLife isn’t all about saving and investing, so we asked our team members to recommend some of their favorite ways to shop and travel
Read MoreIf you can win the holidays, you can win the year.
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