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Monthly Archives: October 2015

Dealing with Sudden Retirement

What if you were laid off and forced to retire early? If that happens tomorrow how would you respond? Are you prepared for retirement to start sooner than you anticipated? If you find yourself in this situation the first thing … Continue reading

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The Ugly Truth a Letter to Policymakers

Today we sent letters to over a dozen federal policymakers including our local California representatives; Senator Barbara Boxer, Senator Dianne Feinstein and Congressman Brad Sherman. You can read the full letter here. As a financial industry insider I can tell … Continue reading

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Keeping Market Volatility in Perspective

Summer has been anything but calm on Wall Street. Volatility is back in a big way and we haven’t experienced a downturn in equity markets this sharp since the financial crisis more than six years ago. While no one likes … Continue reading

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Business Advocacy Meeting at City Hall

Many of our clients are small business owners just like us, so when we received an invite from the United Chamber of Commerce to attend a Business Advocacy Meeting at City Hall we gladly accepted. We were curious to learn … Continue reading

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