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Should You Structure Your Business as an LLC, S-Corp or C-Corp?
When starting or growing a business, one of the most important decisions you’ll make is how to structure it legally. Choosing between an LLC, S-Corporation (S-Corp) or C-Corporation (C-Corp) impacts everything from how you’re taxed to your personal liability and… Read Now >>
Saving for Education in a Strategic Way
May 9, 2018By Anakaren Godinez Saving for education has always been a popular topic in our office for parents and grandparents alike. 529 plans often come up in the conversation regarding saving for college. For those you that don’t know, a 529… Read Now >>
What You Need To Know About the Current Investment Environment
April 11, 2018In this video, we discuss: • What The Valuations of Major Asset Classes Say About Future Investment Returns • How to Manage Through A Market Correction • Several Risk Management Measures You Can Take For Your Financial Health & Wealth
Why You Should Consider Starting a Business in 2018: And What You Need to Know
March 15, 2018Written by Norman Mangina If you’ve been thinking about starting your own business, now might be a good time to start one. With the Tax Cuts and Jobs Act passed in December 2017, Congress made owning a business more appealing.… Read Now >>
The Cliffs Notes Version of Warren Buffett’s Annual Letter to Shareholders
March 7, 2018Every year I read Warren Buffett’s Annual Letter to the Berkshire Hathaway Shareholders. It’s part of my “continuing education” so to speak. It was released this past weekend. There are so many valuable lessons for all of us as investors,… Read Now >>
Smart Investors Embrace Corrections
February 8, 2018By now, you have probably seen the headlines…The Dow Jones had its largest single day point drop in history. We need to make sure you have historical context of market declines as the media is going to do its best… Read Now >>
New Tax Plan Conference Call – Wed., January 31st @ 10:00AM PST | 1:00PM EST
January 21, 2018The new tax law that goes into effect this year will have an effect for just about every individual, family and business owner. We are hosting a New Tax Law Conference Call on Wed. January 31st at 10am PST /… Read Now >>
A System For Guaranteeing Profits in Your Business
January 5, 2018Written by Norman Mangina Today we’re going to teach you how to guarantee profits in your business. Why is this important? As a business owner, one of your primary goals is to make money. You took a risk to start… Read Now >>
A Spending Holiday Challenge
December 8, 2017Did you know that the typical American is estimated to spend almost $1,000 this holiday season? Collectively, that’s about $680 billion of being transferred from your pocket into the coffers of Amazon, Target, Costco and their suppliers. What’s scary is… Read Now >>
How To Ensure Your Real Estate Isn’t Overlooked By Your Advisor
December 1, 2017Did you know that real estate investing is not a single part of any financial advisors or certified financial planners education curriculum? The average high net worth investor (defined as someone with over $1mln in financial assets) holds approximately 30%… Read Now >>
