Wealth Analytics

Is a 30% Stock Market Return Achievable?

This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…

3 months ago

Avoid Fraud

Even if you have never been subjected to an investment fraudster’s sales pitch, you probably know someone who has. Following…

10 months ago

5 things to consider about finances before filing for divorce in California

Divorce is a stressful time for everyone, but it can be particularly challenging for any person who may not have…

12 months ago

How Does The Gift Tax Work?

So you’re thinking about giving a family member some money to help with a down payment on a home. Or…

12 months ago

How to Make the Most of a Health Savings Account (HSA) in 2023

Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account…

1 year ago

Inflation Risk – Is Your Money Safe at the Bank?

According to a survey by the Society of Actuaries, one of retirees' biggest fears is investment losses. According to their…

2 years ago

The Two Pros & Two Cons of Short-Term Investments

Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those…

2 years ago

Market Volatility? Stay the Course.

Is the Bull market over?  Are rising interest rates going to hurt bonds?  Will inflation continue to rise? Why is…

2 years ago

How to Earn Tax-free Rental Income From your Home and Vacation Home

How did one of golf’s biggest events create a unique tax break allowing you to rent your home tax-free? Every…

3 years ago

Thinking of Downsizing? What Proposition 19 Means To You.

Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in…

3 years ago