What’s on our mind? You can read about it in our blog. Whether it’s concepts from the financial industry, local events, or a book you may find useful, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...Read More
Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...Read More
I am honored and excited to announce that I have been awarded the 2020 Five Star Wealth Manager award – that makes eight years! Only 7% of East Bay wealth managers considered earned this award. By earning this honor, Five Star...Read More