Investments

As Covid-19 continues to spread and economic uncertainty increases, the adverse impact on charitable gifting in San Diego County continues to worsen. Charitable contributions had already been on a significant decline since 2018 due to The Tax Cuts and Jobs Act of 2018 (TCJA), which reduced the ability of many taxpayers to claim itemized deductions

The number of Americans that have sought help from a financial advisor has increased tremendously over recent years. The primary reason most people seek professional assistance is their finances have become too complex to handle on their own. Some want to avoid repeating a financial mistake again or realize that they don’t pay attention to

None of us will ever forget what we are going through right now – I know I won’t. It so happens that my birthday dinner plans fell on the same Friday that “shelter in place” orders were declared in California. As I sat on my couch by myself watching the movie Contagion (might as well