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Holidays and Trust Funds: Discussing Generational Wealth Transfer & Family Wealth Planning with Adult Children During the Holidays
Dec 12, 2023 | General, Smart Financial Tips
The holidays are a time for family, feasting, and... generational wealth transfer discussions? Don't let the thought of talking money with your...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
Nov 14, 2023 | General, Investing
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. ...
Practicing Gratitude for Wealth and Health
Nov 13, 2023 | General
Gratitude is like a superpower for your wellbeing. Over the past few decades, research has linked gratitude to increased happiness, improved mental...
How Should You Fund Your Retirement Spending?
Nov 1, 2023 | Retirement Planning, Smart Financial Tips
As a planning-centric firm, we talk to clients often about spending strategies in retirement. One that comes up often is the concept of living off...
Knowing Your Value: How to Negotiate a Raise During Review Season
Oct 20, 2023 | General, Smart Financial Tips
As the year comes to a close, many hand-working employees find themselves facing their annual performance reviews. While these evaluations can be...
Third Quarter 2023 Market Overview
Oct 10, 2023 | Investing, Quarterly Market Summary
2023 has seen robust returns in the first half of the year, with a significant pullback in the third quarter. In the second quarter letter, we...
What to Know About Divorce in California
Oct 3, 2023 | Divorce Financial Planning, Smart Financial Tips, Women & Wealth
Divorce is often cited as one of the most stressful life events anyone can experience. Beyond the challenges you must deal with in the moment, you...
Understanding Bonds vs. Cash. Why Bonds Now?
Sep 27, 2023 | General, Investing
We are approaching the end of the third quarter, and it has been eventful and somewhat confusing for everyone. It would be easy to get lost in the...
2023 Q3 Mid-Quarter Market Update – Warren Buffett Turns 93
Aug 15, 2023 | General, Investing
Happy birthday, Mr. Buffett! Warren Buffett, the legendary investor and Chairman and CEO of conglomerate Berkshire Hathaway, will turn 93 years old...
Money Talks: How to Discuss Finances With Your Partner
Aug 3, 2023 | General, Smart Financial Tips
Talking about finances with your partner can be challenging. Money can be a touchy subject for many people, and disagreements over spending habits...
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