Philanthropy literally means “to love mankind.” Charity similarly means a Christ like “love of one’s fellows.” These two terms can be used interchangeably. Both are people who seek to promote the welfare of others, through the donation of time or money. Not everyone has the means or time to be charitably minded, but everyone should […]
Philanthropy & Charitable Giving Read More »
When I moved with my young family to El Dorado County in 2004, it was a big change and a leap of faith to leave the San Fernando Valley where I was raised and all my extended family lived. But, as so many of you could attest, I found that El Dorado was a special
Local Youth Returns To EDC To Work In Father’s Business Read More »
Not only do you get tax-free returns from municipal bonds, but you also get to watch your community grow and improve!
Why You Should Consider Investing In Municipal Bonds Read More »
The US inflation rate has been skyrocketing and currently is over 7%.This means that while the amount of money you have stays the same, everyday items increase in cost.
Inflation Is Here, Now What Do We Do About It? Read More »
Directors of non-profits can increase capital and free time if they work with a quality fiduciary asset manager.
Why Non-Profits Should Work With A Fiduciary Asset Manager Read More »
If your advisor doesn’t understand your financial goals, you need a new financial advisor.
The Three Main Reasons Clients Leave Their Financial Advisors Read More »
I sure hope you trust your financial planner! Trust is a critical component to any meaningful relationship.
The Truth About Fiduciaries Read More »
After helping many clients to complete this process, I compiled this list of ideas and common problems to help during this trying time.
How to Resolve Finances After a Family Death Read More »