Our Sr. Financial Advisor/Sr. Financial Planner, Christopher Whitaker, CFP®, AIF® was recently featured in Orange County Business Journal on how Orange County’s rich sees downturn as an opportunity for the best. Click HERE to read the article. Here is an excerpt from the interview: The wealthy get more excited
Our Chief Investment Officer, Benjamin Lau, was recently featured in Investor's Business Daily on ETF picks in a changing rate environment. Click HERE to read the article on Investor's Business Daily's website. Here is an excerpt from the interview: I am optimistic on the economy for the next few years.
Our Chief Investment Officer, Benjamin Lau, was recently featured in The Wall Street Journal on Tesla's addition to the S&P 500. Click HERE to read the article on The Wall Street Journal's website. We also have a PDF version available.
Our President, Rhonda Ducote, was recently featured in Financial Poise on, "Women: It's Time to Take Charge of Family Finances." Here's an excerpt of the article: "If you are a boomer woman, take charge and insist on being part of the conversation. There are many hurdles to anticipate and jump
Our Founding Principal, Harmon Kong, was featured in an article of Orange County Business Journal. Here's an excerpt of the interview: " Times of economic crisis is always an opportunity to see where attention is needed most. We believe everyone will benefit from having a financial plan yet we know
Our CIO, Benjamin Lau, wrote an article that was featured in the Orange County Business Journal. Here's an excerpt of the article: "Many of you look at your portfolios and some even have maintained elaborate spreadsheets of each accounts' balances, every day. But the more you stare at your portfolio
Our President, Rhonda Ducote, was featured on the cover of Orange County Business Journal in their special issue, "Securing Your Wealth During Covid-19." Here's an excerpt of the interview: "We are seeking to find the best opportunities in large American corporations that have strong competitive advantages and generate substantial amounts
Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate
Worries are piling up on investors' minds: a pandemic, elections, the Fed, trade war and the coronavirus stock market crash. But while others panic, Alan Ahmatovic, CFA, financial analyst of Apriem Advisors sees opportunity. Here's an excerpt of the interview: “There will likely be a lot more volatility than investors
Stocks are falling faster than they did during the financial crisis, the crash of 1987 or the Great Depression. Investors are retreating from corporate bonds at the swiftest pace ever. Our Chief Investment Officer commented on the swings in stocks: “'It is jarring,' he said. 'It’s not like it’s down