Feb 22, 2024 | Weekly Wrap-Up
Yea…not the most exciting task on your list but you really should review your insurance policies annually to ensure you have adequate coverage as well as appropriate premiums. Insurance policy reviews involve an assessment of your overall insurance coverage to ensure...
Feb 8, 2024 | Weekly Wrap-Up
As many of our clients may know, I sold my Alameda home and purchased a new property in Novato in late 2023. At the time I did these transactions, mortgage rates were near all-time highs. I gave up my 1.90% fixed 15 yr. mortgage and secured a new, whopping 7.50% 30...
Feb 1, 2024 | Weekly Wrap-Up
Investing in the cryptocurrency market, while exciting in its headline-making growth spurts, has also been fraught with complexities and considerable volatility. However, 2024 has brought a game-changer to the crypto landscape with the launch of new crypto...
Jan 25, 2024 | Weekly Wrap-Up
Current market conditions are ‘choppy’! What can you expect from this market?? In the ever-changing landscape of global markets, staying informed about current conditions is crucial for investors and businesses alike. As we entered 2024, the market began to...
Jan 19, 2024 | Weekly Wrap-Up
As we move into a new year, that may come with new year’s resolutions. Common goals are losing weight, exercising more, spending more quality time with friends and family, eating better, etc. The start of a new year also provides the perfect opportunity to reflect...
Dec 21, 2023 | Weekly Wrap-Up
SECURE 2.0 Act Provides Another Solution for Excess 529 Plan Savings 529 plans are popular and tax-smart ways for families to save for education expenses. The plans allow contributions that can grow tax-free and be withdrawn without incurring state or federal taxes...
