The second quarter (Q2) of 2017 has come to a close. We hope that you find this information helpful in evaluating your financial goals & objectives. As always, please contact us if you have any questions about the returns of the capital markets or your own individual portfolio. We appreciate your business.
Financial planners are a great option for people in all stages of life. Financial planners can make your financial life significantly easier, particularly if you have specific financial goals in mind. By walking you through the complicated world of money and budgeting, financial planners can help you set and achieve financial goals that you may not have been aware you could reach.
Whether you are a millennial yourself or are the parent or friend of a millennial, it’s almost impossible for you to have missed what the media has been saying of this rising generation: they’re impulsive, selfish, and leeching off of their parents, all while striking out into career fields that have few opportunities, like art, theater, and music.
The first quarter (Q1) of 2017 has come to a close. Please contact our office if you have any questions about the capital markets or the performance of your own portfolio. We appreciate your business.
2016 has come to a close. It's time to change the calendar. Attached is the year-end market review. Please contact our office if you have any questions about the capital markets or the performance of your own portfolio. We appreciate your business.
Is it just us, or did the fourth quarter arrive even faster than usual this year? Maybe it was the summer’s relative calm. There were the usual, never-ending newsfeeds whispering bitter nothings into investors’ ears, but global markets mostly snoozed through the white noise. We even celebrated a few milestones.
We are a financial management and planning firm, specializing in investment management, estate planning, college funding planning, insurance planning, tax planning, and retirement planning. We are located in Gold River, CA, and we proudly serve the surrounding area.
As 2016 winds down it may be a good idea for you to set aside a few minutes to consider your personal tax situation. Here are some ideas to consider that may potentially reduce your tax bill:
You may be aware of some of the more prevalent fraudster activities, such as “phishing” which fraudsters use to trick you out of sensitive information.