In the News

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, $60 trillion dollars is expected to change hands by 2026.

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?

Happy New Year! As a new year begins, you may be thinking on how you can better manage your finances or how to teach your children to do so. Below we have several suggestions on getting your Financial New Year off on the right foot. 

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.