Featured post:
Why Entrepreneurs Should Have a Defined Benefit Plan
If you’re a high-income solo business owner, there’s a lesser-known retirement strategy that can dramatically boost your savings while reducing your tax bill: the defined benefit plan. While often linked to large corporations or public sector jobs, defined benefit plans… Read Now >>
My Life Completely Changed 30 Years Ago
May 30, 201830 years ago my life completely changed, but I didn’t know it yet. My grandfather built and sold a business for a very nice nest egg. He and my grandmother were set for life when he sold his business…or so… Read Now >>
How To Retire in 10 Years
May 30, 2018How can you retire and become financially independent in ten years? When we talk about early retirement, most people think that to do this requires incredible investing skills…but that is not the primary determining factor. Granted, investing is very important,… Read Now >>
Matt on The Market Whisperer Podcast by Douglas Elliman
May 30, 2018Our Founder, Matt Rinkey, was a recent guest on The Market Whisperer Podcast hosted by Dave Werth and Peter Hernandez of Douglas Elliman, the nations 3rd largest real estate brokerage firm. On this episode they discuss: How the Financial Markets… 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 >>
