FINANCIAL FOCUS® – How should you respond to market cycles?
Submitted by Jacob Anderson Financial Advisor The movement of the financial markets can seem mysterious but, if we look back over long periods, we can see definite patterns that consistently repeat themselves. As an investor, how should you respond to these market...
Dear Sidney – 08/01/2024
As a retiree, I was lucky this summer to land a fun position at a kid-friendly themed restaurant down the hill, although the hairy costume is awfully warm. I believe I got the job because of my experience in musical theatre and a small stint in a barbershop quartet....
Estate Planning – Key factors to consider when saving for a child’s college education—Part 1
When saving for your child’s or grandchild’s college education, you might consider a 529 plan, an education savings account (ESA), or an irrevocable trust. Here’s what to think about when deciding. Broader education options: Consider if you want to provide...
Ask The Realtor – Navigating the new real estate rules: How California home sellers must adapt
Selling a house in California after Aug. 17, 2024, will undergo significant changes due to the recent settlement agreement between the Department of Justice (DOJ) and the National Association of Realtors (NAR). This landmark settlement aims to reshape the real estate...
