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.
In the realm of financial planning, time is our most valuable asset. It’s available to all of us, providing each individual with the same opportunity to optimize its value in building wealth. It’s the only resource we all have over which we have some degree of control.
There’s no denying that Americans are in love with their credit cards; but increasingly, the romance is rocked by the actions of unsavory characters seeking to come between them. More specifically, they’re seeking to steal your credit card information and they are relentless in pursuing any and all technological means to get it.