Feb

13

Why Downey Residents Should Start Retirement Planning Earlier Than They Think

As a financial advisor serving Downey, California and the surrounding Los Angeles County area, I've noticed a concerning

Feb 13, 2025

1 min read

Feb

12

10 Worst Performing Large-Caps Last 12 Months

Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst

Feb 12, 2025

1 min read

Feb

11

Roth 401(k) contribution limits for 2025

Learn the max you can save in your Roth 401(k). Roth 401(k)s let you invest dollars you&

Feb 11, 2025

3 min read

Jan

24

Heat Check Time: an important 4th quarter earnings season

The fourth quarter reporting period is the reporting period that feels like it never ends. That is because year-end accounting

Jan 24, 2025

4 min read

Jan

15

5 ways to supercharge savings

Get tips to help optimize your money in the new year. A new year means new opportunities to increase your

Jan 15, 2025

4 min read

Jan

09

Four ideas to level up your finances in 2025

A new calendar year can be a great opportunity to reflect on your financial progress in the previous year and

Jan 9, 2025

9 min read

Nov

19

The Entrepreneur's Guide to Personal Financial Planning: Don't Let Your Business Success Mask Personal Finance Gaps

According to a recent study by the Small Business Administration, 67% of business owners who reached their business goals still

Nov 19, 2024

2 min read

Nov

13

October 2024 Market Commentary

Author: Jeffrey Mansell Report Coverage: Previous month Published: Nov 12, 2024 Portfolio Summary The portfolio returned -1.45% in October

Nov 13, 2024

6 min read

Apr

09

Smart Planning for 2024

A new calendar year can be a great opportunity to reflect on your financial progress in the previous year and

Apr 9, 2024

10 min read

Feb

15

Tuesday Talk 2/14/23

Feb 15, 2023

5 min read