The cruel irony of economic downturns is their tendency to disproportionately impact the populations least equipped to withstand them. The downturn caused by the ongoing Covid-19 pandemic is no different. Read more…
How to Financially Prepare for a Divorce: 3 Assets You’ll Need to Split
Perhaps unsurprisingly, the number of married couples considering or actively seeking a divorce has skyrocketed during the COVID-19 pandemic. According to data collected by Legal Templates, the number of couples looking at divorce was 34% higher from March to June 2020 than in 2019. Another study Read more…
New Year Planning Tips and Resources
As we begin the new year, this is the time to review your financial plan and work towards a successful financial plan for 2021. In this video Peter Lazaroff, Chief Investment Officer and Daniel Lee, Senior Wealth Manager give their top financial planning tips. You will find a list of their tips as Read more…
How to Pay Off Your Credit Card Debt
2020 – there’s not much more to say. This year has brought us financial pressure that some of us have never seen in our adult lives. And it wasn’t just a volatile stock market – it’s the day to day, very real pressure of paying bills and making it from month to month. Now that we’ve lived through Read more…
How to Hack Your Health Savings Account to Capitalize on its Tax Advantages
It’s easy to ignore what we don’t understand – including something like an Health Savings Account. But plenty of professionals leave money on the table by not making the most of these tax-advantaged accounts. Read more…
Daniel Lee Speaks to NerdWallet on Why Savings Rates Rates Are so Low?
Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on NerdWallet on why savings rates are so low and what to do about it. A excerpt can be found below, click the link below to read the article in it's entirety. Read more…
Myopic Loss Aversion
How often do you look at the stock market or check your investment portfolio? The Digital Age has made access to stock market data and real-time portfolio values increasingly easy. The problem with easier access to real-time market data is that investors can lose sight of the big picture as their Read more…
Compounded Annual Return vs. Average Annual Return
Compounded Annual Return Read more…
Timely Topic: What You Should Know About a Donor Advised Fund
As end-of-year tax planning draws to a close, there is still a small window of time to set up a Donor Advised Fund if you wish to make charitable donations in the next few years and take advantage of the tax benefit from charitable giving. Read more…
How to Pay for College without Breaking the Bank
Deciding how much to spend on your child’s college education? Given the sticker price, it’s one of the most significant financial decisions you’ll ever make. You may spend weeks haggling over a car purchase. You’ll clip “$1 off” coupons for groceries. You’ll use an app to find the cheapest gas in Read more…
