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After 2 years as the president of the Chamber of Commerce, I can honestly say it was a very rewarding experience.  I love our community here in El Dorado County and I couldn’t be more proud to have spent my time serving our community.  El Dorado County is where I raised my kids, watched my […]

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

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

Not only do you get tax-free returns from municipal bonds, but you also get to watch your community grow and improve!

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.

Navigating which retirement program is best for your employees is confusing. That’s why I went ahead and explained everything you need to know about CalSavers (and other retirement programs) right here.

Directors of non-profits can increase capital and free time if they work with a quality fiduciary asset manager.

If your advisor doesn’t understand your financial goals, you need a new financial advisor.

I’ve used a stop-loss strategy to protect clients’ principal. This post will give you insight into our risk mitigation philosophies.

I sure hope you trust your financial planner! Trust is a critical component to any meaningful relationship.