Are Brand-Name Wealth Managers Hazardous to your Wealth?
Most people think brand names imply quality and safety. But what about when it comes to managing your money? Find out what you need to know to keep your money safe.
Read More
Wealth Management: Do You Need a Second Opinion?
If you’ve got a big health decision to make, you usually get a second opinion. If it’s standard practice for your physical health, shouldn’t that concept also apply to your financial health?
Read MoreLos Angeles Financial Planning: Don’t Forget to Take Your Property Tax Base with You
If you’re a Los Angeles homeowner with a low property tax bill, there’s a unique law that allows you to take your low property tax base to your next home. Learn how in this article.
Read MoreFinancial Planning for Los Angeles Residents: Dealing with the SALT Tax Limitation
If you’re a Los Angeles resident, the new state and local tax limitation (SALT) is probably going to impact your finances. Learn what might help you minimize the impact in this article.
Read MoreWhy Don’t More Financial Advisors Share Their Investing Track Records?
Investment performance results are easy to quantify, so why don’t most financial advisors share their investing track record? Learn more about this question and how you can evaluate a potential advisor’s investing skill and experience.
Read MoreFinancial Planning: 5 Reasons a Health Savings Account Is a Great Investment Vehicle
When it comes to financial planning, there is much more to health savings accounts than simply controlling health care costs. Here are five reasons an HSA could be a valuable part of your investment portfolio.
Read MoreWealth Management: The Critical Importance of the Independent Custodian
When you hire a financial advisor, it’s critical that you choose someone who uses an independent, substantial custodian. Learn what you need to know about investment custodians to help keep your money safe.
Read MoreFinancial Planning: Why You Just Can’t Focus On Investing Alone
Consistent investment results are critical for your long term financial health. However, no matter how strong your returns, there’s another critical part of the equation that may not get as much attention as it should: your spending.
Read MoreSwitching Financial Advisors: When, Why and How to Do It Right
Breaking up is hard to do…but you have to do it carefully when your money is involved. Learn the when, how and why of switching financial advisors.
Read MoreHow Wealth Management Helps You Avoid Financial Regrets
Most everyone has made financial mistakes at one time or another that we’ve later regretted. Fortunately we pick ourselves up, dust ourselves off and move forward. But what if we could have prevented that mistake in the first place?
Read More
