Featured post:
Estate Planning Isn’t About Death—It’s About Control
Many people associate estate planning with end-of-life decisions. As a result, it is often postponed or avoided altogether. In reality, estate planning is less about death and far more about control. It determines who makes decisions on your behalf, how… 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 >>
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 >>
