Broker Check

Blog

Thursday, April 4, 2024

The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate profits, and anticipation of summertime rate cuts from the Federal Reserve.

Monday, March 18, 2024

As high-net-worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies.

Monday, March 18, 2024

April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health.

Monday, March 18, 2024

Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite.

Monday, March 18, 2024

Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business.

Show All

Thursday, March 7, 2024

March Market Update | Palm Desert California

Friday, February 16, 2024

Part of the joy of making money and building wealth is not solely the aim to live a flexible life of convenience; it is also giving to those we love.

Friday, February 16, 2024

Beyond the satisfaction of providing jobs and supporting community members, there are tangible financial incentives available for businesses.

Friday, February 16, 2024

A successful retirement plan provides the ability to maintain your lifestyle for the duration of your life.

Friday, February 16, 2024

For many individuals who hope to leave a legacy for their loved ones, estate planning may take on new importance. Here are two estate planning tips every high-net-worth individual should consider.

Thursday, February 8, 2024

Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.”

Tuesday, February 6, 2024

Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions.

Thursday, January 11, 2024

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate.

Thursday, January 11, 2024

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love.

Thursday, January 11, 2024

As high-net-worth individuals navigate the complexities of financial planning during their working years, one critical aspect often goes overlooked—long-term care.

Thursday, January 11, 2024

One of the important decisions a business owner must face is when and how to step out of the business — in other words, business succession planning.

Wednesday, January 3, 2024

Stocks defied the skeptics in a very unpredictable 2023.

Thursday, December 21, 2023

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a...

Tuesday, December 19, 2023

Use your best comparison-shopping skills when choosing a financial professional Many financially successful people are comparison shoppers. If you’re one, you pore over ratings in consumer magazines, read websites for reviews and...

Tuesday, December 19, 2023

Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime. And even in...

Tuesday, December 19, 2023

Navigating health insurance, retirement accounts and real estate Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial...

Thursday, December 7, 2023

Solid gains for both stocks and bonds gave investors a November to remember.

Monday, November 27, 2023

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

Monday, November 27, 2023

Know the potential impact of interest rate fluctuations on REIT prices Real Estate Investment Trusts, commonly known as REITs, have become a popular investment choice for individuals seeking exposure to the real estate market without...

Monday, November 27, 2023

In the litigious society we live in, lawsuits are a dime a dozen. With an uptick in cases ranging from professional malpractice to personal injury claims, anyone—especially those with significant assets—is at risk. Wealthy...

Monday, November 27, 2023

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...

Wednesday, November 1, 2023

The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for.

Monday, October 16, 2023

Veterans and military members have access to various investment options, some of which are not offered to the general population. Managing investments depends on individual goals, risk tolerance, and financial situation.

Monday, October 16, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning.

Monday, October 16, 2023

As many companies continue to offer remote work options, and professionals increasingly embrace the flexibility it provides, the concept of homeownership has taken on a new dimension.

Monday, October 16, 2023

As a business owner, understanding the various strategies for rewarding and incentivizing your employees is vital for employee retention and business growth.

Thursday, October 5, 2023

The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary.

Thursday, September 21, 2023

If you are a homeowner contemplating selling your property, now might be the ideal time to make that move. The current housing market presents a unique opportunity for sellers due to a limited housing inventory, making it a seller's market.

Thursday, September 21, 2023

The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money in a savings account often won't be enough to outpace the rate of inflation, which can erode the value of your savings over time.

Thursday, September 21, 2023

Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

Thursday, September 21, 2023

A financial plan may impact every aspect of your life, from your credit score to your savings, investments, spending habits, and retirement.

Monday, September 11, 2023

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans.

Monday, September 11, 2023

While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could cost you money.

Monday, September 11, 2023

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation.