petaluma financial planner

Procrastinators…Get Those IRA Contributions In

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 post quick, so you don’t waste time reading this and instead go make these contributions.  You can make an IRA […]

Rules for Setting Up That IRA Account

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 contribution!  As January has quickly passed during these stay at home Covid days, it’s not too late to reduce your

5 Tips to be a Sustainable Investor in 2020

  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 (Environmental, Social and Governance) screen to your IRA or 401k is an added step to screen for outside risks.