A Guide to Today’s Macro Happenings, Fiscal/Monetary Policy, and Latest News.

Being educated and informed on how policy and the markets affect your financial plan and portfolio is vital in working towards long-term success. We have a diverse range of content from insightful daily news updates to in-depth, topic-specific commentary. It’s all here.

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Tax Planning Tips

Tax planning is a critical component of financial management that helps individuals and businesses optimize their tax strategy and maximize their savings. Effective tax planning requires a thorough understanding of tax laws and regulations, as

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Estate Planning and Administration

Estate planning and administration post-mortem ensure our assets efficiently move to our heirs in the manner we directed.   In a previous post, we discussed the estate planning checklist necessary when reviewing your assets and

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From Football to Finance

Mark Boyer’s Journey from the sandy beaches of Southern California to USC and then the NFL. In his words, he details his experience with players, both present and past, on money habits, pay, and investing.

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Retirement Income Planning

The “R” Word… The one we all talk about reaching but are afraid to sacrifice for. Retirement is, in our opinion, the most talked about subject our clients would like to plan for. It is

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Estate Planning Checklist in California

Everyone has an “Estate.” Planning for guardianship, asset flow & protection, charitable giving & deductions, and tax implications can provide you with financial confidence knowing you and yours are covered.   A knowledgeable and experienced

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