Financial
College Planning in a Pandemic
5 Questions to Ask Now Whether your child is just beginning the planning process, entering college as a freshman, or a returning student, getting ready to send kids off to […]
Saying Goodbye Is Never Easy
Have you ever thought about moving your home sweet home to another state? Have you ever talked to your CPA or lawyer about it? A word to the wise: Talk […]
Mentoring for Wealth Preservation
In The Odyssey, the adventurer Odysseus charged a wise elder counselor to stay home in Greece to educate his son while he sailed the Mediterranean for extended periods of time. […]
Finance Lessons for Your Teens
The current healthy economic environment has caused most everyone with children to reprioritize their spending and saving habits. Unanticipated additional household income may present an opportunity to instill the right […]
Financial Health and Wealth
Traditional definitions of financial wellness focus on the economic aspects of a person’s life. This focus points to possessing enough material wealth to withstand any reasonable economic shock and allow […]
Economics: Historical Significance Today
Grasping a coherent vision of the future requires a whimsical imagination. A broad, worldly, nostalgic view of 20th-century history would be beneficial as well, particularly when we peer into the […]
Does Your Retirement Track Really Matter?
What Are Your Retirement Expectations?In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. The smiling Cheshire Cat […]
The Psychology of Investing
Avoiding Five Common Behavioral Mistakes We like to think of ourselves as rational investors, but sometimes our actions indicate otherwise. Despite education and experience, research done in the field of […]
Financial Survival Guide
No matter your demographic, there are certain financial principals in a capitalistic economic system that are truisms: Educate yourself, work hard, persevere, save and invest dollars now for the future, […]
What You Should Expect From Your Financial Advisor
In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations, for the fees paid. With most clients, […]
Most Investors. Is This You?
Most investors feel secure with relatively steady upward progress in their portfolios and no sudden crashes. Of course, they understand that this yearning sentiment doesn’t mean making money every single […]
Disaster Relief
To say that the Woolsey Fire was a disaster is a gross understatement. The amount of property damage— both to structures and the beautiful landscape burned in Los Angeles County—was […]
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