Blog Archive
What the Fed’s October Rate Cut Means for Your Financial Planning
The Federal Reserve cut interest rates by a quarter percentage point in October 2025, lowering the federal funds rate to 3.75%–4.0%. While this marks the
A Simple Way to Protect the People and Causes You Care About Most
Retirement planning isn’t really about money—it’s about living the life you want and taking care of what matters most to you. It’s about the grandchildren
The BBB’s SALT Cap & What it Means for Taxpayers
For those of us in the Golden State, we know there’s a cost to living in paradise: the California state tax rate. Having the highest
6 Wealth-Building Habits I’ve Learned from 30 Years of Working with High-Net-Worth Clients
As a certified financial planner with over three decades of experience, I’ve had the privilege of working closely with high-net-worth individuals and business owners across
The Great Rotation: A Compelling Case for Global Investing
For more than a decade, U.S.-based stocks have largely dominated the stock market and outperformed their international counterparts. But history tells us that this power
For The Win: Maximizing Your Opportunity and Savvy Tax Planning
While investors often associate wealth management with growth strategies, there’s another important piece to the equation—protecting the earnings you’ve worked so hard to grow. Taxes