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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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Letter to Clients

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Letter to Clients

One of the most difficult tasks that we face as financial advisor is to help determine when someone can retire.  Especially when it’s the financial advisor that wishes to retire. 

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Cares Act Summary

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Cares Act Summary

As a lifelong sailor, when out to sea, there are many things that change on a consistent basis.  There are tides, currents, waves, wind and of course weather.  They can often change rapidly and identifying what is changing, and often it is more than one force acting on you that changes, you often don’t have the option of getting to port so you must trim or shorten sail, change course, put on foul weather gear etc., while out at sea  We don’t have a choice about continuing to sail through this current situation and some changes we will all have to make, while there are others that are subjective to your particular waters.

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Virus Blog

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Virus Blog

Watching the global events unfold it is astonishing how rapidly things have changed.  Here in California we are on lockdown and working through a disaster that through its nature has us divided in a time when we are accustomed to having a shoulder to lean on.

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Change and Peace Amid Chaos

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Change and Peace Amid Chaos

As I sit here in awe of what has happened in the world in the last 4 weeks, I am reminded that our human default systems have a few glitches that evolution has never cured.

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The Bus You Don’t See Coming

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The Bus You Don’t See Coming

My partner, Ron Carson, CEO and Founder of Carson Group, has a saying, “You rarely get hit by the bus you see coming”.  As we move into week 4 of the Coronavirus panic, we continue to look at volatility and market sell offs.

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