By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal, and Laura DeVore, Financial Advisor — The first discussions we have with our clients often center around their plans for retirement. In these conversations, we talk about many topics, including their goals, concerns, wishes and fears. What financial concerns keep them up at night? “I
By Landon Yoshida, CRPC®, Vice President, Wealth Management and Principal; and Laura DeVore, Financial Advisor "Have you ever met an unhappy generous person?" This question was presented to us years ago on a coffee mug. When we thought about the answer, it was a resounding and confident, "no, we have not.” All the generous people
By Shawn Covarrubias, AIF, Vice President, Operations “It’s only a moment in time.” This is what my father has said to me over the years if I complained about having to do something. My parents have always taken great care of me. They had always been my pillars of strength — until one day
By Jennifer Olson, CFA, CIPM, CFP®, Senior Financial Analyst — Seven years ago, I dated a guy whose food budget was $25 a week. What?!? How can someone live on that budget? People wondered why I would date a struggling 25-year-old part-time college student who was working full-time to send himself to college.
By Laura DeVore, Financial Advisor — They have seen many friends and family members overwhelmed with the grieving process after a loved one passes away. For some, it’s been a tremendous financial burden.
By Landon Yoshida CRPC®, Vice President, Wealth Management — What would your retirement savings look like if you lived into your 90s and beyond? How about at 104 years old? This type of longevity is more common now in America.
By Jennifer Olson, CFA, CIPM, CFP® — My two younger sisters and I were raised in the Philippines by our grandparents, who were farmers. When our Papa died when I was 7 years old, our young widowed Mama...
By Rhonda Ducote, AIF®, President/Principal — Growing up as the youngest of seven children I was surrounded by many maternal figures. The age difference between me and my oldest sister is
By Christopher Whitaker, CFP®, AIF®, Financial Planner — “We live in a ‘reap what you sow’ world. It is really no more complicated than that.” – Peter “Grandpete” Taylor Brace yourself for the millennial view!
By Landon Yoshida, CRPC®, Vice President, Wealth Management — My father often told people how he believed his boys would out achieve him.