Latest From Our Blog

April 14, 2021

Bitcoin - Are Cryptocurrencies a Smart Investment?

Bitcoin is garnering significant attention. Learn what Bitcoin is and our thoughts regarding cryptocurrencies.

March 19, 2021

Is A Roth IRA Conversion Right For You

Now more than ever you need to be careful with your Roth Conversions. The 2017 Tax Cuts and Jobs Act (TCJA) made the Roth IRA conversion more appealing, but also trickier. The reason the Roth IRA conversion...

January 15, 2021

A Second (Smaller) Stimulus Bill Has Been Passed: Here’s an Overview of the $600 Billion Package

Congress has come to a much-anticipated agreement over stimulus package negotiations. With a new $600 billion act passed, what can Americans expect to see coming their way soon?

October 30, 2020

Presidential Elections & The Stock Market: Is There a Correlation?

Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.

October 8, 2020

First-Ever Wealth Tax Proposed in California: What California Residents Need to Know

Californians may experience the country's first-ever wealth tax. Here's what you need to know right away about this proposed bill.

July 1, 2020

How to Create a Legacy You Can Be Proud of

Designing a positive legacy is a lifelong effort. To help you in your efforts, we've posted 3 ideas we've learned from our most thoughtful clients that resulted in enhancing their legacy plans for their family's future benefit.