Saving for College

Saving for College

529 Tuition Savings Plans Putting money aside for a child’s future college expenses is one of the most rewarding investments a person can make. When talking with clients about saving for college, one of the more common accounts discussed is state-sponsored 529 tuition...
Avoiding the GameStop Risks: Diversification is Key

Avoiding the GameStop Risks: Diversification is Key

You work hard for your money and work even harder to save it. We believe that a tweet by a CEO or an article on Reddit should not wholly alter your investment account’s direction. But that is the risk you run when you have individual company stocks in your portfolio....
Retirement Stool – Is Three Legs Enough

Retirement Stool – Is Three Legs Enough

The retirement stool is a metaphor that dates to the mid-1930s when Congress and President Franklin D Roosevelt was designing the Social Security Administration. Though the President never used this metaphor publicly when promoting the Social Security Act, he...
Bitcoin & Marijuana

Bitcoin & Marijuana

What do cryptocurrencies and marijuana companies have in common? First, they are among the hottest topics discussed amongst retail traders. The media is fanning the fire, sending company stock prices like Aphria (NASDAQ: APHA) and digital currencies like Bitcoin (BTC...
Stimulus Checks and Taxes

Stimulus Checks and Taxes

Many questions have arisen about the stimulus checks that were sent out to Americans this past year. Most of the stories we hear are of people not receiving a stimulus check or receiving less than the full amount, despite their income being negatively affected by...
Proposition 19 – Reassessing Property Taxes

Proposition 19 – Reassessing Property Taxes

Californians voted for the approval of Proposition 19 this past election, which alters the assessment of property taxes. Before Proposition 19, there was a limit on annual increases on property taxes, which capped at 2 percent unless the property changes ownership or...