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Byline: Nicolas Allen CFP®

11 Jan

BLOG: Are you financially prepared if disaster strikes?

published on January 11, 2023 - 1:05 PM

Natural disasters – from floods and wildfires to hurricanes, tornadoes and snowstorms – seem to be in the news all

27 Dec

BLOG: Portfolio adjustments to consider before year-end

published on December 27, 2022 - 12:38 PM

As the end of the year approaches, it’s a good time to closely study your investment portfolio and determine if

30 Nov

BLOG: Make investing automatic with dollar-cost averaging

published on November 30, 2022 - 2:01 PM

Have you ever held off from making an investment because you’re concerned that the timing may not be right? If

26 Oct

BLOG: Is “lifestyle creep” threatening your financial future?

published on October 26, 2022 - 1:51 PM

As your income increases, your spending habits may have a tendency to go up as well. This is a phenomenon

07 Oct

BLOG: Looking to diversify your portfolio? Go alternative

published on October 7, 2022 - 10:58 AM

The state of the markets in 2022, where both stocks and bonds experienced declines in the first half of the

12 Sep

BLOG: Sharing financial wisdom with your kids

published on September 12, 2022 - 11:55 AM

When is the best time to talk to your kids about money? For most parents, the answer is simple: as

07 Sep

The insurance you may not realize you need

published on September 7, 2022 - 1:45 PM

Insurance is a product for the ‘what ifs’ in life. A good insurance policy can reduce the financial impact of

30 Jun

BLOG: It may be a time for tax loss harvesting

published on June 30, 2022 - 1:13 PM

Watching your investments take a tumble in the stock market generally isn’t a fun experience. But seasoned investors know that

16 Jun

BLOG: Questions to consider before buying a second home

published on June 16, 2022 - 2:44 PM

Buying a second home brings with it exciting possibilities. Perhaps it’s a place where you plan to make lasting family

17 May

BLOG: 5 steps to effectively manage today’s market volatility

published on May 17, 2022 - 1:46 PM

The year 2022 has presented challenges for investors, with stock markets experiencing significant volatility and bond markets showing unpredictable movement.

BLOG: Happy birthday to Marketplace at El Paseo

Posted: April 12, 2024 at 1:23 pm

Ten years ago this week, Fresno’s fastest-growing shopping center got
Read more »
BLOG: Fresno EDC’s April 18 real estate forecast a can’t-miss event

Posted: April 10, 2024 at 11:27 am

The Fresno County Economic Development Corporation (EDC) invites you to
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