Tearing Down the Pink Wall
By: Laura DeVore Over 75 women met and mingled at the Center Club on May 7th to hear three great speakers talk about the market, how to find a Financial Advisor, and ways to navigate
Finding Your Way on the Road to Retirement
With every new generation comes a new batch of opportunities – and burdens. Some, like my father “Pop,” who served his country during the Vietnam War and earned medals for the Sheriff’s Department of Los
Market Update: Separate Signals from Noise
Q1 2019 set yet another milestone after U.S. stocks posted the highest quarterly return since 2009. Yes, the market has been great, but the new milestones – good and bad – are starting to add
Not Every Slowdown Is a Recession
By Benjamin Lau, CFA, Chief Investment Officer I dislike generalizations like “the market,” but last year deserves an exception. In 2018, every market was down, and the best investment was cash. Stocks at home and
Happy Holidays! May Your Gifting Be Tax Efficient
By Christpher Whitaker, CFP, AIF ‘Tis the season! The tryptophan from overloading on turkey is finally wearing off, holiday decorations are getting lugged in from the garage and your annual planner is nearing the last
Opportunity Knocks? IRS Clarifies Tax Benefits to Investing in Low-Income Zones
By Benjamin Lau, Chief Investment Officer A little-known proposal in President Trump’s Tax Cuts and Jobs Act (TCJA) last year included a provision that seems extremely appealing for many investors. In an attempt to encourage