By Natasha Josefowitz, La Jolla Village News Originally Published on September 23, 2016 “It is windy today!” “No it’s not Wednesday today; it’s Thursday!” “You’re…

  One of our favorite financial columnist’s, Jonathan Clements, writes often about having the right portfolio.  Below we have presented some of his main themes…

We often find that the old saying “No one plans to fail, but many fail to plan” is most applicable to business owners regarding their…

For years, IRS and the U.S. Treasury have tried to curb the use of favorable valuation discounts on gifts of bequests.  After years of failure,…

By Ann Brenoff, Huffington Post August 9, 2016 Parents of college freshmen have begun the countdown. Each day that passes puts another big X on the…

One of the most challenging parts of managing a portfolio is to avoid getting caught up with the day-to-day and month-to-month swings of global stock and…

The first few years of your child’s life is a time of rapid brain development and one of the best ways to help your child…

So you’re heading off to college? College often becomes a crash course in learning to be a “grown up.” Using social media vernacular, you will be…

Lynn O’Shaughnessy is a higher-ed journalist, speaker and consultant, who is focused on helping families with teenagers find the right colleges at the right price. She…

Any parent raising children wants only the best for their future.  There comes a day when the age-old question “what do you want to be…