From Inspiration to Impact

The College is the academic heart of UCLA, where the world's brightest faculty and students work side by side to bring new knowledge to light and solve the urgent problems of our time for the ...

Currency Dynamics

As a prudent investor, understanding the dollar's movements helps inform strategic allocation decisions.   Read on ...

Smishing – What to Know!

Smishing utilizes text messages to lure you to fake websites.   Read on ...

The Price Paradox

As a long-term investor in stocks, temporary drops in the market are a good thing. You get more shares for less money!   Read on...

2024 Presidential Election

The markets have performed well under both parties.   Read on ...

Beware of Sneaky SEO Scams!

Get some tips to make your website searches safer.   Read on ...

Checkmate!

Get some tips when using checks for payments to protect against fraud.   Read on ...

Tarbox Update – Tax Cuts and Jobs Act – What’s on the Horizon?

Key provisions of the TCJA are set to expire.   Read on ...

Tarbox Update – IRS Scams!

Here's some popular IRS scams to be aware of.   Read on ...

Digital Assets

It’s never fun to think about a day that you’re no longer here. But, the more planning we do today can save stress for your loved ones.

Erin Itkoe, CPA, CFP^®, Director of Financial Planning

Offering strategic advice to enhance clients' financial well-being, every day! Read about Erin ...

Health Directives and Medical Information

It is extremely important to have your estate planning documents in order.