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...
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...
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...
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...
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...
