Download Our Free 2025 Tax Guide, Start Planning Now
Here is a handy tax guide for the 2025 tax year (not the 2024 tax filing due this year by April 15). …
Wealth Management
Download Our Free 2024 Tax Guide, Start Planning Now
Here is a handy tax guide for the 2024 tax year (not the 2023 tax filing due this year by April 15). …
It’s a New Year and a Good Idea to Check Your Beneficiary Designations
You’ve been diligently monitoring your retirement accounts with your financial advisor to …
Are you a charitable giver? Here are 2 ways to be more intentional about it
The world today seems increasingly divided. Anyone watching or reading the news is likely to be …
Why the 2022 economic hangover was worse than expected
Most folks know a hangover is an unpleasant experience. The drinks go down easy, and it seems like a …
Change may be coming to the investment world
Over the past several years, I’ve talked both in the articles that appear on my website and in …
Slip away around the world – Part 2
The story of Jan and Rich
Jan and Rich’s 41-foot ketch, Slip Away, en route to Samoa.
We …
Slip away around the world
The story of Jan and Rich — Part 1
The 41-foot ketch, Slip Away, anchored in 2010 at Fatu-Hiva, …
The stock market recovery reminds us why we continue to stay the course
In February 2020, the stock market as measured by the S&P 500* entered a free fall that lasted …
4 year-end tax and estate planning ideas
It’s time to act before the new year.
What a year it’s been! A crazy stock market. An …
Larry Bakerjian reflects on life, retirement and 40 years of investment planning
Larry and Roxane Bakerjian enjoy a 1972 Tyrrell 002, a Formula One car once driven by three-time …
Update on the Hartrums and some mid-year to-dos for you
I enjoyed a Father’s Day brunch at Sea Level restaurant in Redondo Beach. From L to R: Kainoa, Riley …
What the CARES Act means for you
The CARES Act is the largest economic stimulus package in the history of the world.
On March 27, …
We remain open for business, ready to serve
Under the new state of California order, financial institutions are considered “essential …
Be balanced and give the stock market time to recover
Many of you have been in this position before.
Like many of you, Bianca and I are attempting to …
Coronavirus: What to do about stock volatility
COVID-19 is worrisome to stocks, but your diversified investment portfolio will likely be …
Thoughts on the economy
Much has been made of the slowing global economy. I’ll comment on this, since I know several …
September 19 was a big day for me
September 19th was a big day for me. It was the three-year anniversary of my buying Larry …
How to prepare for your long-term care – Part 3
CHOOSING SENIOR CARE
You may not be in a position to care for yourself at home one day, and …
How to prepare for your long-term care – Part 2
ESTATE PLANNING
Most people would like to control how their money gets used as they get old and …
How to prepare for your long-term care – Part 1
INVESTMENT PLANNING
One day, you or someone you love may need daily living assistance or …
Let’s talk about Social Security correctly
Every year, trustees of the Social Security trust funds issue an annual report. And every year, the …
What should you do about the Equifax data breach?
Protect information from hackers.
Who is Equifax, and why are they in the news? Equifax is one of …
How should family and friends help with 529 college savings plans?
Can grandparents, aunts, uncles and others use 529 plans to help students?
It’s summer. While …