Proposition 19: What You Need to Know About Property Taxes in 2021 Property taxes have been a huge issue in California ever since the passage of Proposition 13 in 1978. That’s because many people who continue to own their...
Last year was a banner year for the stock of Tesla – the stock price increased a whopping 695%! Those kinds of dazzling returns, plus those of other technology stocks like Apple (+88%), Netflix (+67%,) and Amazon (+76%) can...
We have spoken to many clients in recent weeks that are scratching their heads trying to make sense out of the stock markets having such a great year in 2020, against a backdrop of a once-in-a-century global pandemic that...
Market Update: 2020 Year in Review The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people,...
You may think you’re the only person feeling out of sorts these days, or you may wonder WHY you feel out of sorts. But you should know that a lot of us are experiencing a nagging sense of disorientation...
Every client that walks through our door is family. Your goals are our goals, and that’s why we work hard to provide a true Place of Possibility™, so we can help you meet and exceed them. Our wealth...
We continue to live through a period in history none of us will ever forget—yet, many would like to. The pandemic has changed our lives in so many ways—from the way we work to the way we shop to...
With the November election just around the corner, you are starting to hear opinions about which presidential candidate will be better for the financial markets. Spoiler alert: the financial markets don’t really care. Stay invested my friends! “One-size-fits-all”...
No matter which side of the aisle you sit on politically, you are probably concerned about the potential impact the upcoming presidential and congressional elections will have on the financial markets. Over the decades of my career, I’ve seen...
The first half of 2020 has been both historic and unforgettable, for all the wrong reasons. In February, stocks were setting record highs with economic activity continuing the slow and steady growth out from the Great Financial Crisis a...