Monthly Archives: January 2023

6 Reasons Why Estate Planning is Important 01.27.2023

“I’ve got a will, I’m in good shape.” “I know why estate planning is important – I’ll get around to it soon.” Have you been putting off your estate planning? Why not make 2023 the year you get your estate in order? The thought of planning around your incapacity or death can oftentimes feel like …

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Real estate market in Sacramento Season 1, Episode 2

My what a difference 18 months makes! Do you own real estate in the greater Sacramento area? Recently bought a home here? Or, just thinking about buying or selling real estate in the City of Trees? The Sacramento real estate market today is markedly different than the spring of 2020, and certainly not white hot. …

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Megan Keeping Her Professional Saw Sharp! 1.11.2023

Our new Associate Wealth Advisor, Megan Miller, EA, has not wasted any time diving into coordinating the myriad of professional responsibilities that goes with the territory, most recently attending First Trust’s Economic and Market Update presentation. Hosted by Andrew Opdyke , CFA, Senior Economist, Robert Carey, CFA, Chief Market Strategist, and Bob DeRochie, Senior Vice …

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Fortunately, the Market’s Past Performance in 2022 is No Guarantee of Future Results! 01.11.2023

As our clocks struck midnight this past Saturday, advancing from 2022 into 2023, many investors were eager to turn the page on what was a grinding, unsettled, and very difficult year in the financial markets. The only good news that can be taken from the 2022 investor experience? Fortunately, past performance is no guarantee of future results! …

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