All right, so the odds are looking a bit elevated that the government might shut down. At this moment, betting markets are placing an 82% chance of the government shutting down: And because of that, investors are a little bit worried about how that might affect the stock market. So let’s have a look. What…
I’m thrilled to announce an exciting expansion of the services I offer to help you achieve comprehensive financial well-being. In addition to expert investment portfolio management and meticulous retirement planning, I am now introducing Estate Planning Services, focusing specifically on the creation of trusts! For years, my priority has been to help you build and…
Are you and your spouse homeowners in California? The name on your deed might seem like a small detail, but it could have massive tax implications. For married couples in California, the difference between two simple acronyms—JTWROS and CPWROS—could cost your family a fortune in taxes. Many couples title their homes as “Joint Tenancy with…
I had the honor of going to JPMorgan’s headquarters in New York City and having breakfast with Andrew Norelli this past week. He is one of the most brilliant bond portfolio managers in the country, and he runs the $4 billion fund, the JPMorgan Income ETF (symbol JPIE). We talked about monetary policy, bond yields,…
We often dream of retirement as an endless vacation, but the reality is far more nuanced. While financial security is foundational, a truly fulfilling retirement encompasses so much more than just a healthy bank account. What goes into a truly successful retirement? Financial Security: Yes, it’s crucial! This means smart savings, clear financial goals, and…