Nov 8, 2017 | Financial Planning, Retirement Planning
In our ongoing efforts to protect and grow your wealth, we include protecting you from a growing risk—cyber-fraud. Another major cyber security breach made the headlines recently. In the last few years, some very high profile retail giants including Home Depot, Whole...
Jun 8, 2017 | Financial Planning, Retirement Planning
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as “Elder Financial Abuse”. More than 70 percent of the nation’s wealth is controlled by people over 50 years old – a group that financial criminals are...
Mar 21, 2017 | Financial Planning, Retirement Planning
This month, Charles Schwab & Co., the brokerage firm where our financial advisory clients custody and safeguard their valuable financial assets, announced it was once again dramatically reducing transaction fees. Schwab reduced the standard online commission...
Mar 7, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Selecting the right financial advisor for you is one of the most important financial decisions you will make in your lifetime. Interviewing and hiring the right financial advisor who is a good match for your needs is possible if you ask the right questions. Your job...
Feb 16, 2017 | Financial Planning, Investment Management, Retirement Planning, Sub-Advising
Today, more and more people are partnering with financial advisors to simplify their lives and reach their financial goals with added peace of mind. After a thorough screening, interview and evaluation process in selecting a financial advisor who is best matched for...
Dec 14, 2016 | Financial Planning, Retirement Planning
A while ago, our Walnut Creek investment office received an email from a client who wanted to know their account balance and requested a large money wire transfer to a third party. At first glance, this appeared like a normal request, did it not? Well, having had a...
