The phrase “variety is the spice of life” was first seen in 1785 in a William Cowper poem. When it comes to investing within your Roth IRA or 401k or brokerage account, there is plenty… Read More »Sector Nectar: Are You Diversified?
It’s that time of the year when the procrastinators come out of the investing woodwork and need to make an IRA contribution. Well, you slowpokes, you still have some time and we will keep this… Read More »Procrastinators…Get Those IRA Contributions In
Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate… Read More »Keeping Up With The Kardash…I Mean Sustainable Funds
Well, that job’s history . Frustrated by 7:00am Zoom calls and staring at a computer all day may have pushed some to say, “life is short” and call it quits early. And who blames them. … Read More »Pandemic Got You Feeling Retired? Now…What’s a 401(k) Rollover and Name 3 Reasons Why I Should Do It?
We currently may not been able to go to a local restaurant for that cold beer or pound the weights at the gym but one thing that you can still do is make an IRA… Read More »Rules for Setting Up That IRA Account
Well, here we are. Hope you and yours are well during these times. To those nurses, law enforcement, cashiers and delivery drivers out there, thanks for what you are doing. I think we are all… Read More »Investing in This Changed World: Technology Sector is the New Staple
As the markets go through their ups and downs this quarter, this may be a good time to see how sustainable your portfolio looks. Risk management becomes prudent at this point and adding an ESG… Read More »5 Tips to be a Sustainable Investor in 2020
Its that time of year to start finding ways to limit the amount you are going to owe ol’ Uncle Sam. Instead of giving the US Treasury a piece of your hard earned dollar, its… Read More »Keeping Uncle Sam Out of Your Pocket: Ways to limit your tax liability for 2019
Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San Francisco Bay, perhaps a quick… Read More »Socking Away the Right Amount in your 401k?
If half of the world population consists of women, one would think that having this demographic being represented on a company’s board would just be sound business. Right? However, in 2018, a fourth of publicly… Read More »Come On Skechers! CA Mandates Women on Your Board