Our Articles
No one wants to be a burden to their family. With proper planning, individuals and families can prepare themselves for life’s changes, including death and
What You Need To Know About Changes To Your Required Minimum Distribution (RMD)
Our government recently passed an update to rules regarding RMDs as part of the Secure 2.0 Act. This could be a big change for you.
How Secure Is Your Financial Institution?
In light of the recent failure of Silicon Valley Bank, many people are questioning the strength of their financial institutions. I’m writing to give you
My Time As The Chamber Of Commerce President
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
Philanthropy & Charitable Giving
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
Local Youth Returns To EDC To Work In Father’s Business
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
Why You Should Consider Investing In Municipal Bonds
Not only do you get tax-free returns from municipal bonds, but you also get to watch your community grow and improve!
Inflation Is Here, Now What Do We Do About It?
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.
Why Non-Profits Should Work With A Fiduciary Asset Manager
Directors of non-profits can increase capital and free time if they work with a quality fiduciary asset manager.
The Three Main Reasons Clients Leave Their Financial Advisors
If your advisor doesn’t understand your financial goals, you need a new financial advisor.
Stop Loss Strategies and Quantifying Risk with Stock Options
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.
How to Resolve Finances After a Family Death
After helping many clients to complete this process, I compiled this list of ideas and common problems to help during this trying time.
Managing Accounts for Tax Efficiency
by understanding the tax rules and using some discipline in your investment strategies, you likely can reduce your tax burden.
What are the Two Best Days of a Boat Owner’s Life?
The reality of RV and boat ownership is not always so glamorous.
Meatless Burgers Are on the Rise
Plant-based meat alternatives are on the rise and there are plenty of signs to prove it.
The Unlikely Story of How I Became an STRS Specialist
Life has a funny way of taking us to places we never planned to go or even knew existed.
Renewable energy sources have also been rising in popularity and use over the past several years.
Book Recommendation: Everyday Millionaires by Chris Hogan
Chris Hogan examines the characteristics of modern millionaires that most people had no idea about.
When sitting with his clients, Adam sees people, not numbers.
White Water Rafting and Investing
There is a look in their eyes that I recognize almost immediately as they approach the boat. It’s fear!
If you’ve ever watched footage of an angry bear attack, you can picture in your mind the giant paws swiping down through the air and onto the prey.
Spring is often a season of growth and change. That is certainly true at WealthGuard Advisors. We are happy to announce that our team will be growing
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