Your child’s future success might encourage you to pull out all of the stops when it comes to funding their …
What Is A Fiduciary Financial Advisor?
A Real Fiduciary is someone who is legally obligated to give you advice that is in your best interest. It doesn’t make …
Here It is The New Retirement Savings Mentality
According to the Employee Benefits Research Institute’s (EBRI) 2018 Retirement Confidence Survey, American workers have both a vital—and pressing—need to prepare …
Not All Bonds Are Created Equally
Stocks have been the focus over the past couple of months. When you hear about the “market,” they are referring …
What is Bitcoin, and is it Worth Your Investment?
One investment vehicle that has received a lot of press in recent years is not a physical item or a …
How to Tell if Your Financial Advisor Cares for You
Having a good financial advisor is a major part of organizing and maintaining your wealth, but all too often, people …
What is a Self-Directed IRA and Should You Use One?
Retirement planning is crucial for everyone, whether you have thousands in the bank or millions. But affluent individuals looking to …
3 Ways to Teach Your Teenagers About Personal Finance
Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our …
The Why and How of Rebalancing ***Roundup***
75% stock/25% bond. That’s the current asset allocation of a portfolio that was 50% stock/50% bond at the outset of …
7 Ways To Take Advantage of These Markets
Throughout March and April we have been asked to stay at home. With the amount of time you are now …
Organic Search vs. Paid Search – Which is the Best for Financial Advisors?
Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I …
How to Find the Best Financial Advisors in Sacramento
Trying to find the best financial advisors in Sacramento, California-or anywhere, really-can seem difficult at first glance, considering the variety …
Learn How Can You Financially Prepare for the Death of Your Spouse?
While planning for the passing of a loved one isn’t pleasant, it’s important to ensure that you are financially prepared …
5 Useful Financial Tips for Down Markets: Convert it to a Roth IRA
As the impact of the COVID-19 pandemic sends shudders of uncertainty into our markets and economy, you may be feeling …
5 Financial Planning Tips for Roseville Residents
Living in Roseville, California, can be a wonderful experience. But with a relatively high cost of living compared with other …