What is a Financial Plan?

What is a Financial Plan?

What is a Financial Plan We all have things that we would like to achieve before we die. Life goals can include saving for your kids’ college education, owning a beach house in Malibu, buying a Lamborghini yacht (yes, they exist), retiring comfortably, or having more...
Stock Market Update | June 2022

Stock Market Update | June 2022

In this market update Steve discusses market performance, inflation, gas & food prices, interest rates, home sales and insider buying and selling. If you are concerned whether your financial plan is still on the right track, schedule a free 30-minute consultation...
A Rough Market

A Rough Market

The last 4 months or so have been really tough on growth portfolios and now we’re seeing  some weakness in the value stocks too. This is a time when you really have to look at the stocks, bonds, funds, etc. in your portfolio and decide whether they are the ones...
Stock Market Update | May 2022

Stock Market Update | May 2022

Click on the image above to view this video. In this video Steve provides a recap of the stock market in April. He discusses investor sentiment, the S&P index PE ratio, and a new economic indicator. We’re sure you know the stock market has been getting...
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...