Weekly Wrap-up

So far, in 2024, the job market has been getting tougher.  You aren’t imagining it! Layoffs are up, wage growth is slowing down, and unemployment has ticked up to 3.9%. Frustrated job seekers have taken to social media to share their experiences in this market. ...

As we approach the annual tax deadline, you need to be ready to file and either pay taxes or (hopefully!) get a return. For so many of us, the process of filing taxes can be daunting and stressful, but with proper planning and knowledge, you can easily navigate this...

Mental and Financial Fitness:  Easy Stress Reduction Tips Upcoming Webinar 3/27 @ 3pm PST/6pm EST REGISTER NOW! Join us March 27th at 3pm PST/6pm EST for an enlightening discussion on effortlessly transitioning from stress-induced anxiety and reactive negativity to a...

March isn’t just another month for many employees – it’s the season of financial opportunity.  With the arrival of annual bonuses and quarterly RSU distributions, you should consider how to make the most of these windfalls.  Here’s how you can plant the seeds for...

Navigating the Taxation of I Bonds Investing wisely is not just about growing your wealth; it's also about understanding the tax implications of your investments. For many investors, I Bonds presented an attractive option due to their safety (guaranteed by the US...

Is Leap Year a lucky year for stocks? Leap day is here, and investors may be wondering if a date associated with crazy topsy-turvy traditions has any significance for the stock market.  So far in 2024, we’ve experienced a pretty nice stock market rally with the...

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...

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...

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...

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...