Author: Richard Schooley
Biden Signals Capital Gains Tax Hike
Don’t Panic. While few words alarm Americans more than “tax hike,” most of us are unlikely to feel the impact of President Biden’s plan to raise the capital gains tax….
Two Essential Life Lessons for Financial Well-Being
Or, how $7 might be all you need to get started. While we spend so much time learning the “Three Rs” of reading, writing and arithmetic in school, (which never…
#ChooseToChallenge
March is Women’s History Month. A time to look critically at equality and opportunities for women and to educate people on women’s history. Take the #ChooseToChallenge with us. From challenge, comes change.
A Strategy for Giving
What do you do when you’ve truly prepared for your family’s financial well-being? When you’re able to check off the list wealth accumulation, protecting the family, paying for education, and retirement preparation? When our clients have properly prepared for all of the basic life needs, we ask them one question: What impact do you want to have in the world.
Six Things Boomers Need to Do Before Transferring Wealth
We spend much of our adult lives creating our family’s financial health and well-being. Providing for our kids and their education. Simultaneously, securing our retirement. Then somehow suddenly, what was a far-off point on the horizon becomes close enough to actively consider: How do we transfer our wealth to our kids and future generations?
Dashed White Lines
As I was driving down the freeway in commuter traffic—something I haven’t experienced in nearly a year—I was thinking about the meme stocks, like GameStop, whose stock prices recently peaked far above the fundamental value of the companies themselves.
California Just Changed the Rules
Estate planning should be on everyone’s To Do list, especially with federal tax law changes to wealth transfer expected soon. However, if you live in California, updating your estate plan should be moved up a notch because of the passage of Prop 19 which takes effect this month.
History Lesson or Something Historic?
History holds some lessons for us even as we are witnessing something historic. As investors right now we need to heighten our attention to risk and potential rewards.
Managing This Year’s Risks
With new rules for this economy still unfolding, I had a chance to catch my breath in January and reflect on the past year, then turn attention to 2021.
What Is Blockchain?
Blockchain technology will continue to be a phenomenon transforming key sectors like healthcare, media, consumer staples and more.