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Great Advice From Our Experts

Retiring In Southern California

December 12th, 2019

Beautiful beaches, lush forests, and the best weather in the states, it’s no surprise that we here have earned the title of the Golden State (well and the actual gold). With all of the amenities one could want in their home state, it did not take long for California to become the most populated state in the […]

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November 2019 Market Update

December 9th, 2019

November was a month of low volatility for the U.S. as well as steady growth, despite the China trade talks in a gray fog, and impeachment talks reaching new levels. The tariffs being placed on South American countries as well as China has definitely taken its toll on the American economy, especially in the agricultural […]

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The 529 Prepaid Tuition Plan for College Savings

December 3rd, 2019

Most parents consider college an important investment in their child’s future. However, covering its costs can be difficult. According to Sallie Mae, Americans spent an average of $26,226 for the 2018-2019 academic year. Nearly a quarter of them (24 percent) had to borrow money to do so. Given this fact, it’s easy to see why […]

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The SECURE Act and Your Retirement

December 3rd, 2019

How much have you saved for retirement? If you answered, “Not enough,” you’re not alone. According to Northwestern Mutual’s Planning and Progress Study 2019, 22 percent of Americans have less than $5,000 stashed away for retirement. Another 15 percent have no retirement savings at all. Fortunately, new legislation designed to make saving easier is currently […]

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China Trade War Update 11/25

November 25th, 2019

Recent updates in the market have been looking as positive as ever. The trade talks are supposedly getting closer, and Wall Street is pumping out healthy numbers. This article will give you some simple updates on the status of the market, and the political economy, domestic and global.  While the U.S. China trade war marched […]

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U.S. China Trade War Update

November 13th, 2019

  Following the turbulence from earlier months, we had quite a few weeks of positive growth in the market. However, much of this came from the presumption that D.C. and Beijing were approaching some sort of agreement. Unfortunately, that is not the case. After a week of trade optimism, Trump announced that he will not […]

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Why retirement planning for women is different

November 4th, 2019

Did you know that women face retirement planning challenges that most men never encounter? It’s true, though if you ask most financial planners about it, they’ll tell you that every retirement plan is unique because every retiree is as well. However, while there are certainly plenty of variables that can affect anyone’s retirement plan, that […]

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How to Recession-Proof Your Portfolio

November 4th, 2019

Do you think a storm is headed towards the American economy? With steady economic growth over the past decade, some worry that the U.S. economy’s winning streak could be coming to an end. Between a slowing global economy, several ongoing trade disputes, and the upcoming presidential elections, recession-themed chatter has become the new norm. Parties […]

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Fixing Credit Before You Make a Big Move

October 31st, 2019

When it comes to retirement, we have to make a fair amount of big decisions in a fairly small amount of time. Some are trying to relocate, others are looking to travel, and some simply want to enjoy the luxuries of life. All of these things have the potential to become expensive. And when you […]

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Foreign Affairs That Hit Home

October 15th, 2019

The economy recently has had some interesting developments. Some are just the aftermath of old wounds, and others are brand new situations. From the oil and energy sector to the trade war, the market and global economy have been reacting in a rollercoaster fashion. Staying up to do date with the current events on an […]

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