With the holidays in sight, it is not likely that you are focusing on tax planning now. However, with the end of 2016 quickly approaching,…

Making money! Almost every college student dreams of a high paying career right out of college. Financial Advisor Magazine released this article in their November 8th e-newsletter,…

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…