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3 Key Questions About the 2020 Presidential Election
3 Key Questions About the 2020 Presidential Election
October 27, by Michelle Soto, CFP®, CDFA™The fast-approaching November 3rd election is prompting investors to ask some key questions. The following are three common questions we have heard and our perspective in response. 1) Are equity markets higher when a specific political party is in th... continue reading
Federal & California Tax Deadlines for Counties Affected by Wildfires
Federal & California Tax Deadlines for Counties Affected by Wildfires
September 9, by Michelle Soto, CFP®, CDFA™For Tech Professionals, Value Stocks Make a Lot of Sense
For Tech Professionals, Value Stocks Make a Lot of Sense
August 17, by Aaron Waxman, CPA, CFP®How to Safeguard Essential Documents and Precious Possessions
How to Safeguard Essential Documents and Precious Possessions
August 10, by Judith GordonSwitching Jobs, Switching Your Retirement Savings Strategy
Switching Jobs, Switching Your Retirement Savings Strategy
July 13, by Michelle Soto, CFP®, CDFA™Navigating Key Provisions of The CARES Act
Navigating Key Provisions of The CARES Act
June 3, by Judith GordonInflation: The Dog That Hasn’t Barked
Inflation: The Dog That Hasn’t Barked
May 18, by Aaron Waxman, CPA, CFP®Protecting Yourself From Financial Fraud in the Time of COVID-19