Schedule a complimentary consultation
Call us today at 619.554.1300
11-7-17 - What time do you wake up?
10-31-17 - Are You Prepared for an IRA Inheritance?
10-24-17 - And the Hits Just Keep Coming
10-17-17 - There's a New Kid in Town
10-10-17 - Slow and Steady
Q4 - Quarterly Market Review
10-3-17 - Should you give up sugar?
9-26-17 - Geopolitics, what is it good for?
9-19-17 - What are some steps you can take to protect yourself?
9-12-17 - How do you protect personal data?
9-5-17 - So how can a consumer break the cycle?
8-29-17 - Should you put the countdown to your retirement on hold?
8-22-17 - Have you tried Taco Mode?
8-15-17 - What are some smart ways to withdraw funds from a 529 plan?
8-8-17 - Who's been buying shares of company stock?
8-1-17 - What are some ways seniors can save money?
7-25-17 - Do we have central banks to thank?
7-18-17 - What are some ways to keep your mind sharp?
7-11-17 - Is there an affordable car crisis?
7-5-17 - How do you say potato?
6-27-17 - What is on the horizon?
6-20-17 - Is higher inflation ahead?
6-13-17 - Do you spend more time on social media or finances?
6-6-17 - Is the bull market getting old?
Q2 - 2017 - Quarterly Market Review
5-30-17 - Is preparing for the future more important than enjoying the present?
5-23-17 - How much is too much?
5-16-17 - When is a door a door?
5-9-17 - So, why are highly valued markets moving higher?
5-2-17 - What are some ways to save money?
4-25-17 - What are some ways to make your taxes less painful this year?
Q1 -2017 - Quarterly Market Review
4-18-17 - Why do shoelaces come untied?
4-11-17 - Are U.S. stock markets sending mixed signals?
4-4-17 - What is the going rate for a tooth?
3-28-17 - What are some ways to teach your children to be philanthropists?
3-21-17 - Robots in the workforce?
3-14-17 - What are the 11 tax mistakes to avoid?
3-7-17 - What are the 4 traits of the happiest retirees?
2-28-17 - It's tax season, are you prepared?
2-21-17 - What are some realistic retirement goals?
2-14-17 - Would you prefer a Valentine who is financially stable or good looking?
2-7-17 - Are you protecting yourself online?
1-31-17 - What are ways to prevent a tax audit?
1-24-17 - Are you eligible for Social Security this year?
1-17-17 - Is the post-election adrenaline rush over in the United States?
1-10-17 - Are you thinking about starting a business?
Q4 - 2016 - Quarterly Market Review
1-5-16 -What are your new year's resolutions?
12-27-16 - What are new Calif. laws?
12-20-16 - Do you need a last minute gift?
12-13-16 - Things or experiences...which is more satisfying?
12-6-16 - Where's the growth?
11-29-16 - How much wealth is there in the world?
11-15-16 - Are you ready for the turkey trot?
11-8-16 - Do presidental elections effect the stock market?
11-1-16 - Is it over yet?
10-25-16- Are you planning a road trip?
10-18-16 - How is your communication?
10-11-16 - Was it good news or wasn't it?
10-5-16 - Will the fourth quarter of 2016 be a bumpy one?
Q3 2016 - Quarterly Market Review
9-27-16 - Will the election have an impact on the stock market?
9-20-16 -So, will the Federal Reserve raise rates or won't they?
9-13-16 - What's changing in the world markets?
9-6-16 - Will it be easier to chose a health plan this fall?
8-30-16 - Why would the yield curve flatten as the Fed raises rates?
8-23-16 - Is an interest rate hike in the near future?
8-16-16 - How do you view stock market valuation?
8-9-16 - What do Abraham Lincoln, Bob Marley and Prince have in common?
8-2-16 - What are they?
7-26-16 - Are investors feeling serene?
7-19-16 - Is buying in bulk a good deal?
7-5-16 - Looking for a health fitness ap?
6-28-16 - What changes will the Brexit bring?
6-21-16 - Are you looking for wedding gift ideas?
Q2 2016 - Quarterly Market Review
6-14-16 - Are you looking for a new cell phone plan?
6-7-16 - What to travel when you retire?
Enjoy these Client Connection e-Newsletters? Sign up for free to receive them in your inbox!
Fill out our form below to receive more
information on how we can help you diversify
your portfolio and simplify your assets.
We use our e-newsletter to keep our clients updated on the latest wealth management tips and upcoming events.