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Inflation is real and it’s here. The 5.4% rise in the Consumer Price Index over the last year is the highest in 13 years. You notice inflation’s insidious impact every time you fill up your tank or buy a cup of coffee. READ MORE

Are you thinking about buying your first home or moving up into a better home? 
Most of my clients #1 expense is their housing. Buying (or upgrading) a house is a big decision that comes with a lot of peer pressure. READ MORE

Are you thinking about buying your first home or moving up into a better home? 
Most of my clients #1 expense is their housing. Buying (or upgrading) a house is a big decision that comes with a lot of peer pressure. READ MORE

While the market continues to reach all-time highs, it won’t always be that way. 
When the market goes down, it’s easy to let your lizard brain corrupt all your investments and ransack your returns.READ MORE

While the market continues to reach all-time highs, it won’t always be that way. 
When the market goes down, it’s easy to let your lizard brain corrupt all your investments and ransack your returns.READ MORE

Have you considered moving to a new state?
Many of my Californian clients are jumping ship due to high taxes, high cost of living, remote work, and several other factors. When you’re deciding to move to a new state, there are many things you need to consider. READ MORE

Are you thinking about moving to a new state?
Many clients I’ve talked to recently either have already moved to a new state or are considering it. While people move for a variety of reasons, there’s a mass exodus out of some states — for both active and retired first responders. READ MORE

You’ve likely heard the term ‘supply chain’ moreover the last few weeks than over the last year. And most of us are wondering what it means for our investments (and holiday shopping lists).
If you don’t understand the parts of a supply chain, you won’t know how it works together.READ MORE

You’ve likely heard the term ‘supply chain’ more over the last few weeks than over the last year. And most of us are wondering what it means for our investments (and holiday shopping lists).
If you don’t understand the parts of a supply chain, you won’t know how it works together.READ MORE

Nobody likes paying taxes. So there’s a lot of hoopla about Biden’s new proposed tax code. 
But are we paying more taxes than people 50 years ago? 
When you dive deeper into it, we’re at the same tax rates as we were a long time ago.READ MORE

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