Estate Planning – What to Expect in 2022

Estate Planning – What to Expect in 2022

 Click on the image above to view this video. In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the...
Stock Market Update | April 2022

Stock Market Update | April 2022

 Click on the image above to view this video. Stock Market Update April 4th, 2022 Wondering why the market rallied so much in March of 2022, how rising interested rates has historically affected the stock market, and which kind of investments have provided the...