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Blog

10 Aug

BLOG: Resiliency over recovery during economic downturn

published on August 10, 2020 - 1:49 PM

Even in the strongest of economic environments, running a business is challenging. The effects of the coronavirus pandemic — both

10 Aug

BLOG: An answer for an expected tsunami of evictions during COVID-19

published on - 1:39 PM

All around the country, hundreds of thousands, perhaps millions, of Americans could be evicted from their homes as a result

07 Aug

BLOG: Does a trust fit into your estate plan?

published on August 7, 2020 - 12:37 PM

As a financial advisor, I help my clients navigate through many questions about estate planning. I encourage all of them

28 Jul

BLOG: Reasons why jobless rates aren’t bouncing back

published on July 28, 2020 - 10:03 AM

When it comes to jobless rates on the rebound, count California among the country’s slowest performers. In fact, California is

21 Jul

BLOG: How to financially prepare for a natural disaster

published on July 21, 2020 - 1:11 PM

With the focus on the COVID-19 pandemic, the coming hurricane and wildfire season is likely not on many Americans’ radars

20 Jul

BLOG: California’s high living costs make people poor

published on July 20, 2020 - 12:45 PM

There’s no question that the COVID-19 pandemic and the severe recession it spawned are widening California’s economic divide. California already

09 Jul

BLOG: Taking action to protect America’s nursing home residents against COVID-19

published on July 9, 2020 - 10:10 AM

Nursing homes have become ground zero in the coronavirus disease 2019 (COVID-19) pandemic, with outbreaks causing high rates of illness

07 Jul

BLOG: A first glimpse at where PPP loans landed in the Central Valley

published on July 7, 2020 - 3:15 PM

The U.S. Small Business Administration this week released a ton of information about its Paycheck Protection Program, which President Trump

07 Jul

BLOG: Mandatory job leave opens employers to liability

published on - 2:34 PM

There’s a new job killer on the scene in Sacramento that would further add to the burden and liability small

06 Jul

BLOG: Maintaining morale in trying times, especially when working from home

published on July 6, 2020 - 1:45 PM

As this global pandemic continues, so does a shift in company culture as a majority of corporate businesses are faced

BLOG: Pelosi should support reasonable liability protections for essential businesses

Posted: September 9, 2020 at 2:26 pm

It was disappointing to see Speaker Nancy Pelosi come out
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BLOG: This may be the time for a Roth IRA conversion

Posted: September 8, 2020 at 1:21 pm

Roth IRAs are generally considered among the most attractive retirement
Read more »