investments Archive

Your Financial Fire Drill: Why Pasadena Retirees Should Prepare Before the Market Alarm Sounds

Most of us remember fire drills from elementary school. The alarm would sound, and without thinking too hard, we’d line up, walk calmly to the exit, and gather outside. No panic. No chaos. Just a practiced response to a stressful situation, because someone had…
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The Hidden Tax Time Bomb in Your RSU Grants: California Edition

When I sit down with tech professionals and engineers here in Pasadena, the conversation about Restricted Stock Units often starts the same way: “My RSUs are vesting, and I’m excited about the extra income.” Then I ask, “Do you understand how much tax you’ll…
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RSUs vs. Stock Options: Which Type of Equity Compensation Are You Getting (And Why It Matters)

At 56, David thought he understood his compensation package from the technology company where he’d worked for eight years. He knew he had “stock stuff” that vested over time, and he’d been told it was valuable. But when he sat down to review his…
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Year-End Financial Moves: A December Checklist to Finish the Year Strong

December brings more than holiday gatherings and year-end celebrations. It’s also one of the most critical months for your financial well-being. The decisions you make before the calendar flips to January can significantly impact your tax situation, retirement readiness, and long-term financial goals. While…
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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 various industries. My clients include medical professionals, attorneys, entrepreneurs, and other successful individuals who’ve mastered the art of growing…
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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 dynamic doesn’t last forever, and in recent months, we’ve started to experience a shift which we’ve dubbed “the great…
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Creating Passive Income Streams Aligned with Your Mission

“Income” is typically associated with a salary or wages—you exchange your time, services, or goods for money. This is called “active” income. It requires effort on your behalf, which means it’s inherently limited to how much you can produce and what the market deems…
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Navigating Election Uncertainty: How to Stay True to Your Financial Mission

As the 2024 election looms, the future feels uncertain—but your financial mission doesn’t have to be. While election years often bring a wave of market anxiety, the key to navigating this turbulence is understanding how to stay focused on your long-term goals. Elections can…
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The Mission Street Wealth Planning Experience

We understand that with growing access to virtual investment software, robo-tools, and numerous advisory firms, you may be wondering what sets one professional apart from the other. Well, beyond the basics of wealth management and financial planning, we believe you can tell a lot…
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How Do I Turn The Money I’ve Accumulated Into Retirement Income?

Discover the keys to a successful retirement income strategy and learn how to turn your lifetime savings into a steady, reliable paycheck. …
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