Test Your Knowledge!

True/False. The entire Chinese stock market is bigger than Microsoft + Apple + Google.

Sandra Gutierrez, Investment and Technology Analyst

Helping lead process and system improvements and investment research for the firm.   Read about Sandra...

Corey Freeman, CPA, Director of Tax

Helping lead tax compliance, strategy, and planning for the firm. Read about Corey ...

Tarbox Supports Fresh Start!

Erin Itkoe is currently a member of the Auxiliary Board of Fresh Start...

Brian Romag, Operations Specialist

A well-rounded perspective on solutions to complex requests and concerns. Read about Brian...

Alfonso Rodriguez, CFA, Director of Investments

Helping lead investment strategy, asset allocation, and research for the firm. Read about Alfonso ...

Laura Tarbox is quoted in MarketWatch

What does it take for a successful retirement? Find out here...

Dreaded words … You’re Being Audited!

The mission of the SEC is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.

Natalie Banasiak, Director of Client Services

Natalie Banasiak, Director of Client Services

It’s Your Money

Laura Tarbox presented a session on Equity Investing in early June as part of an 8-week course for individual investors to receive unbiased information about investing, estate planning, taxes, ...

Laura’s Feature in the Orange County Business Journal

In a recent article by Peter Brennan in the Orange County Business Journal, Laura Tarbox provided insight into how the firm's experience in investing, asset allocation, and client communication ...

Laura’s Feature in the Advisor Magazine

Laura was recently interviewed about retirement plans during a divorce. Read what she had to say to Joseph Giannone at the Advisor Magazine.