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...
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...