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Elder Financial Abuse: 5 Ways to Protect Yourself

Elder Financial Abuse: 5 Ways to Protect Yourself

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...

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Charles Schwab Lowers Your Transaction Fees

Charles Schwab Lowers Your Transaction Fees

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...

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Key Questions to Ask When Selecting a Financial Advisor

Key Questions to Ask When Selecting a Financial Advisor

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...

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Four Tips On Being A Good Client

Four Tips On Being A Good Client

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,...

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4 Easy Steps To Protect Yourself From Financial Cyberfraud

4 Easy Steps To Protect Yourself From Financial Cyberfraud

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...

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Active vs. Passive Investment Strategies: Which is Right for You?

Active vs. Passive Investment Strategies: Which is Right for You?

Nov 25, 2016 | Business Cycle Investing, Financial Planning, Investment Management, Retirement Planning, Sub-Advising

Academics and investors have debated over the superiority of a passive investment strategy versus an active investment approach for years. First, let’s clear up the confusion...

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925.287.8527

Pring Turner
Investment Management
1600 S. Main Street, #375
Walnut Creek, CA 94596

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