A donor-advised fund can provide you flexibility in giving to charity while helping you control your taxes.
What do you need to know to be a successful landlord? Here are 10 rules to help make your rental property profitable.
It can be unnerving when stock markets fall. We offer some perspective from a colleague.
Almost all of us try to predict the market, but predictions will go wrong more often than right. That’s why we should follow the “Client 1 method.”
We are all influenced by behavioral biases. Those biases can keep us safe; but when it comes to investing, they can lead to poor decisions.
Below is our Quarterly Market Review that's heavily focused on returns of assets and markers around the globe. Our QMR is full of very interesting information and equally compelling ideas about investing your money.
Today I learned that a daughter of a friend was killed in Las Vegas. I had not met nor had known her daughter but when she told me about the tragedy I was stunned. I did not know what to say or how to feel at that moment, I was numb.
We are excited to announce our latest expansion. Come October 20, we'll have a new site for our Walnut Creek office. In addition, we’re excited to announce that we also have meeting locations in Pleasanton and Danville should these locations be more convenient for you!
Success in any endeavor, and particularly in financial planning, depends on making good decisions. But don’t let the fear of a negative outcome stop you from making any decisions.
You have taught your kids how to read and how to ride a bike, but have you taught them how to manage their money? If you still have children at home, save them (and yourself) some heartache by teaching them the basics of money management.
As adult children, we need to give our aging parents what they need most: the control to manage their life and shape their legacy.
Equifax, one of the three credit monitoring services, admitted recently that hackers gained access to the sensitive identify and financial information in their database for 143 million people (44% of the U.S. population). The hackers exploited a website weakness from mid-May to July. Equifax learned of the intrusion on July 29th but did not disclose the information to the public until 40 days later on September 7th. The credit breach is about as bad as you could expect a breach to be. Much of the data acquired is timeless information that could be used for years.
Have you heard the mantra to max out your 401(k) contributions? I cannot tell you how often I have heard people on television, colleagues, and friends say this to me. Read on to see why, in some cases, this approach may not be in your best interests.