In the News

How will Estate and Asset Protection Planning help guard your hard earned resources? In the State of California, pre-planning protections for your assets is what ensures an Estate that continues a family legacy far beyond your life. California has long been deemed a "judicial hellhole" 

Congratulations to our leader and Managing Partner, Todd Rustman, for being awarded his 7th 5 Star Professional - Wealth Manager award! We are so proud of his hard work and accomplishments! Way to go, Todd!

There's a fine line between keeping financial records for a reasonable period of time and becoming a pack rat. A general rule of thumb is to keep financial records only as long as necessary. For example, you may want to keep ATM receipts only temporarily, until you've reconciled them with your bank statement.

If you're a parent or grandparent of a college student or soon-to-be college student, you might be interested to learn what's new in the world of higher education.

A long period of low yields has been challenging for many fixed-income investors, but owning bond investments in a rising interest-rate environment could become even trickier. When interest rates go up, the prices of existing bonds typically fall. Consequently, the Federal Reserve's rate-setting decisions could affect the entire fixed-income market.

Often in life, you have investment goals that you hope to reach. Say, for example, you have determined that you would like to have $1 million in your investment portfolio by the time you retire. But will you be able to get there?

The New Year brings with it new opportunities for improvement no matter which stage of life you’re in. And since we Americans don’t always save as much as we should, taking a look at how we handle our money is a good idea.

Do you have an old company 401k or 403(b) plan that you haven’t touched since you’ve left your last job?

Did you know that rolling over your old company retirement account could provide you investment opportunities beyond the traditional “bucket” of mutual funds?