Category: Finance
2013 Tax Planning and Year-End Tips (Part 2 of 2)
Are you retired, taking distributions from your retirement accounts, or considering gifting money or assets to a family member or ...
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2013 Tax Planning and Year-End Tips (Part 1 of 2)
We hope you had a wonderful Thanksgiving and are ready for the upcoming holiday festivities. This year has passed quickly ...
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Market Analysis Video – November 2013
Stocks continued to rally in November, although U.S. stocks outperformed by a wide margin relative to foreign stocks. The S&P ...
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Women Gather for Discussions on Wealth Transfer (and an enjoyable social evening)
The Women’s Roundtable hosted another lively wine and cheese gathering on the evening of November 13 in the Oakland offices ...
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Develop Your Long-Term Investment Strategy and Act with Conviction
The Sunday New York Times business section of November 3, 2013 featured an article by Jeff Sommer: The Dangers of a ...
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Be Uncommon: On Taking Social Security Benefits
The common approach to deciding when to take Social Security benefits is not that helpful. Most people decide when and ...
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Family First
As the year draws to a close, it is a “best practice” to look back at the goals we set ...
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Market Analysis Video – September 2013
After losing ground in August, stocks bounced back globally in September. While domestic stocks fared well with the S&P 500 ...
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How to Make a Budget Plan: Where to Start?
A recent Gallup poll determined that only 32% of American households prepare a detailed monthly budget plan. When working with ...
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