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Weekly Market Updates

The Market Update 03/02/26
The Market Update 02/23/26
The Market Update 02/02/26
The Market Update 01/26/26
The Market Update 01/12/26
The Market Update 01/05/26

Office Locations

Financial Services

401(k) Plans
403(b) Retirement Plans
Asset Allocation
Business Transition & Succession
Buy-Sell Agreements
Capital Gains Tax Management
Cash Flow Analysis
Certificate of Trust
Certified Divorce Financial Analyst
Charitable Giving
Charitable Remainder Trusts
Child Support Financial Planning
Debt Analysis
Defined Contribution Plans
Distribution Management
Dividing Assets in Divorce
Divorce Financial Planning Services
Efficient Investing
Estate Planning Advisors
Equity Investments
Ethical Investing
Family Office Services
Fiduciary Services
Financial Advisors for Entrepreneurs and Business Owners
Financial Event Planning - Life Event Transition Planning Services
Financial Health Assessment
Financial Planning Services
Find Financial Advisors Near You
How to Plan for Retirement - Retirement Planning Services
Individual Retirement Accounts (IRAs)
Inheritance and Beneficiaries
Investment Diversification
Investment Management
Living Will
Municipal Bonds Management
Mutual Funds
NAPFA Registered Financial Advisors
Negotiating Your Executive Compensation Package
Portfolio Review
Post-Divorce Budgeting
Pour Over Wills
Power of Attorney
Pre-Divorce Budgeting
Pre-Retirement Checklist
Primary Residence
Real Estate Analysis
Real Estate Investing
Real Estate Transfer
Retirement Accounts
Retirement Income Planning
Retirement Planning Glossary
Revocable Living Trust
Risk Management
Rollover IRAs
Roth IRAs
Safe Harbor 401(k) Plans
SEP Plans
SIMPLE IRA Plans
Spousal Benefits
Spousal Maintenance Payments
Tax Implications
Tax Loss Harvesting
Tax Strategies and Preparation
Transition Management
TSP C Fund
TSP F Fund
TSP G Fund
Withdrawal Advice

Guides & Assessments

15 Things to Do Before Retaining a Financial Advisor
Business Succession Plan
Charitable Giving Guide
EP Wealth's Divorce Planning Checklist
EP Wealth’s Guide to Retiring in Arizona
EP Wealth’s Guide to Retiring in Colorado
EP Wealth’s Guide to Retiring in Texas
The Executive's Compensation Guide
Generational Wealth
How to Choose a Financial Advisor
How to Choose a Financial Advisor for Small Business Owners Advisors
LGBTQ+ Financial Planning
The Retirement Playbook
Taxes in Retirement Guide
Thinking About Retiring in California?
Understanding the One Big Beautiful Bill Act (OBBBA)
Women: Take Charge Of Your Financial Future

Events and Webinars

October 27 2025, 2025 Tax Planning: Savings Opportunities & Updates for Year-End and Beyond
October 22 2025, Informed Investor Market Outlook Q4 2025
September 17 2025, Navigating the Latest Medicare Changes: What You Need to Know for 2026
August 26 2025, One Big Beautiful Bill Act
July 30 2025, Informed Investor Market Outlook Q3 2025
July 24 2025, Intro to Special Needs Planning and Trust Services
May 21 2025, Webinar Recording: How AI Is Changing Online Safety—And What You Can Do
April 16 2025, Informed Investor Market Outlook Q2 2025
March 26 2025, Webinar Recording: Beyond Wills and Trusts: Advanced Estate Planning
March 12 2025 2025, Overview of California Homeowners Insurance Crisis
March 4 2025, LA Wildfires: Understanding Recovery & Accountability
Janaury 30 2025, Health and Wellness Guidance for Your Retirement Journey
January 22, 2025, The Informed Investor Market Outlook 2025 Q1
December 4 2024, 2024 Tax Planning: Key Savings Opportunities & Updates for Year-End and Beyond
October 23 2024, Informed Investor Market Outlook Q4 2024
August 20 2024, Cybersmart in 2024: Strategies To Outwit Cybercriminals
June 26 2024, Asset Ascensions: Navigating Real Estate Exchanges and Dancing Interest Rates
May 2 2024, Establishing Your Legacy: Navigating Estate Planning Essentials
February 21 2024 ,How to Navigate Marriage, Divorce and Financial Bliss

News

Welcome Alphamark Advisors
Welcome Buffington Mohr McNeal
Welcome Cornercap Invesment Counsel Inc.
Welcome Criterion Capital Advisors
Welcome Executive Wealth Management
Welcome Foothills
Welcome Gather Financial Planning
Welcome The Holdben Group
Welcome NBS Financial Services
Welcome Parker Advisory Group
Welcome Peninsula Wealth
Welcome Riley Private Client
Welcome Sloan Investment Management
Welcome Wacker Wealth Partners

Blogs

10 Common Mistakes Small Business Owners Make
2026 TSP Updates: What Federal Employees Should Know
4 Interesting Facts About Employer Contributions to Your 401(k)
401(k) Contribution Limits for Highly Compensated Employees in 2026
401k Deadlines for 2026
5 Mistakes High-Net-Worth Families Make in Financial Planning
7 Things All Women Should Think About When Planning for Their Future
9 Things Financial Advisors Recommend to Start 2026
A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees
A Gift that Can Grow with Your Children
A Guide to Tax-Advantaged Retirement Accounts
A Practical Guide to Choosing the Right Financial Advisor for You
Advanced Tax Planning for High-Net-Worth Individuals
Advanced Tax Strategies for Shifting Income to Reduce Your Burden
Aligning Financial Plans with Charitable Goals
Aligning Wealth Management with ESG Values
Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time
Balancing Liquid and Illiquid Assets in a Wealth Portfolio
Building a Financial Plan to Support Aging Parents and Kids
Building Equity Plans that Align with Business Growth Goals
Building Passive Income Streams for Retirement
Creating a Balanced Retirement Income Plan
Creating a Succession Plan that Can Help Protect Your Business Legacy
Designing a Retirement Plan to Help Attract Top Talent
Disaster Recovery Resources for Southern California
Do You Have ENOUGH to Retire?
Do You Have the Right Insurance Coverage for Your Wealth?
Do You Need a Trust?
Dynasty Trusts and Multi-Generational Wealth
Essential Tax Planning Tips for Entrepreneurs and Business Owners
Estate Planning for Blended Families
Financial Challenges for Professional Women
Financial Tips for Retiring in Los Angeles
Finish 2024 Strong With Our Year-End Financial Planning Checklist
From Accumulation to Distribution: How to Handle This Essential Transition in Your Financial Plan
Guide to Financial Planning for Marriage
Holiday Budget Planning
How and When to Convert Traditional IRA Funds to a Roth IRA
How Charitable Remainder Trusts Serve Legacy and Family
How Do I Determine This Year's 'Success' For My 401(k)?
How Do I Financially Prepare to Leave My Spouse?
How Do I Protect Myself Financially in a Divorce?
How Do Social Security Benefits Work For An Ex-Spouse?
How Do You Split Assets in a Divorce?
How Do You Split Up Debt in a Divorce?
How Dual-Income Couples Can Optimize Their Retirement Plans
How Emotions Impact Financial Decisions and How to Overcome Them
How Entrepreneurs Can Align Personal and Business Financial Goals
How High-Income Business Owners Can Potentially Save on Taxes
How High-Net-Worth Individuals Can Create an Effective Retirement Plan
How Monte Carlo Simulations Can Help Validate Retirement Success Potential
How Much Can I Contribute to a 401(k) in 2025?
How Much Can I Contribute to an IRA in 2025?
How Municipal Bonds Can Provide Tax-Free Income
How Sustainable Investing Fits Into a Long-Term Strategy
How to Build a New Financial Future After a Collaborative Divorce
How to Build Generational Wealth
How to Cultivate Financial Wellness Across Generations
How to Finance a Business While Minimizing Debt Risks
How To Fund Higher Education
How to Help Prepare the Next Generation to Inherit Wealth Responsibly
How to Integrate NIL Income into a Long-Term Financial Plan
How to Manage Conflicts in Family-Owned Businesses
How to Manage Tax Deductions with Charitable Contributions
How to Manage Taxes When Expanding Your Business
How to Manage Taxes When Selling a High-Value Business
How to Maximize Your 401k
How to Navigate Required Minimum Distributions in Retirement
How to Plan a Graceful Exit from Your Business
How to Plan for a Longer Life
How to Plan for Retirement Spending
How to Plan for the Rising Cost of Healthcare in Retirement
How to Potentially Minimize Estate Taxes with Advanced Planning Strategies
How to Prepare Your Business for Acquisition
How to Prioritize Financial Goals in Complex Financial Lives
How to Reduce Gift Taxes While Supporting Your Family
How to Start a 401k for Your Small Business
How to Structure Your Estate to Avoid Probate
How to Tailor Financial Plans for Your Risk Preferences
How to Talk to Your Aging Parents About Finances
How to Talk to Your Spouse About Finances
How to Teach the Next Generation Financial Responsibility
How to Use Tax-Loss Harvesting to Potentially Offset Gains and Save Money
How to Value Your Business Before Selling
How to Withdraw Retirement Savings Without a Huge Tax Hit
Incorporating Charitable Goals into Your Estate Plan
Integrating Estate Plans into Your Wealth Management Strategy
Integrating Your Business Succession Plan into Your Estate Strategy
International Women’s Day: Celebrating Women in Investing
LGBTQ+ Planning for Elderly Life
Lump Sum or Monthly Payments? Making the Right Pension Choice
Managing Concentrated Stock Positions for Long-Term Financial Success
Managing Tax Burdens when Passing on Wealth to Heirs
Market Volatility in an Election Year
Maximizing Your SEP IRA
Medicare Changes in 2026
Mega Back Door Roth Options
Navigating Retirement After the Loss of a Spouse: Key Financial, Tax, and Estate Planning Steps
Navigating State Tax Laws to Help Grow Your Savings
One Big Beautiful Bill Act (OBBBA) Tax Facts
Optimizing Cash Flow for High-Income Households
Overcoming Psychological Biases in Wealth Management Decisions
Plan for Making Your Retirement Savings Last for a Lifetime
Preparing Your Family for Their Inheritance
Preserving Wealth During Economic Uncertainty
Preventing Family Disputes Over Inheritance
Protecting Your Business from Unexpected Disruptions
Reduce Your Estate's Tax Burden with Gifting
Reducing Your Tax Bill After Retirement
Retaining Key Employees with Deferred Compensation Plans
Retirement Planning for Small Business Owners
Safe Harbor 401k Limits for 2026
Seamlessly Blending Retirement and Legacy Goals
Should You Downsize Your Home in Retirement?
Should You Retire Before 50
Simple 401(k) Establishment Deadline
Small Business Tax Deduction Checklist
Strategies to Help Achieve Financial Independence by 40
Strategies to Navigate the OPM Retirement Process
Strategies to Preserve Your Retirement Savings from Inflation
Tailoring Retirement Plans for Small Business Owners
Tariffs' Impact on Economic Activity
Tax Law Changes in 2025 Require New Strategies
Tax-Saving Strategies for High-Value Real Estate Transactions
The Benefits of Saving Early for Retirement
The Corporate Transparency Act: What Business Owners Need to Know
The Financial Impact of Healthcare Planning for High-Income Families
The Four Main Considerations for Aging in Place
The Importance of Liquidity in Financial Planning for High-Net-Worth Families
The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions
The Role of Luxury Real Estate in a High-Net-Worth Portfolio
The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile
To SKI or Not to SKI (Spend Kids' Inheritance)?
Top Recommended Apps and Tools to Begin Financial Planning
Trump’s ‘Saving College Sports’ Executive Order: What It Means for NIL and Pay-for-Play Athletes
Understanding the Social Security Fairness Act
Using Asset Protection Trusts to Shield Family Wealth
Using ESOPs to Exit Your Business
Using Scenario Planning for Financial Resilience
Ways to Minimize Family Disputes Over Inherited Wealth
What are the 2025 401k Contribution Catch-Up Rules?
What Every Business Owner Needs to Know About Buy-Sell Agreements
What is a CDFA®?
What is a QDRO?
What is an NIL Financial Advisor — and Do You Need One?
What is ESG Investing?
What is Financial Infidelity?
What is the 401k Employer Contribution Limit for 2025?
What is the Difference Between a Standard 401(k) and a Safe Harbor 401(k)?
What Is the Individual 401k Contribution Limit for 2025?
What is the Maximum 401k Contribution for 2026
What is the Significance of a Date of Separation?
What is the Value of a Life Insurance Policy in a Divorce?
What Parents of NIL Athletes Need to Know About Wealth Planning
When an ILIT Makes Sense for Your Estate Plan
When is Mediation a Good Solution for Divorce?
When is Tax Day in 2025?
When to Do a Roth Conversion
When to Start a 401(k) for Your Small Business
When to Use a Revocable Living Trust in Your Estate Plan
Whether to Share Financial Assets with Your Spouse
Who Suffers the Most Financially in a Divorce?
Why Business Continuity Planning Is Important
Why High-Net-Worth Families Should Work with a Fiduciary Advisor
Why Investment Diversification Matters
Why Key Person Insurance is a Critical Factor for Business Success
Why Updating Your Estate Plan May Be Important After Life Changes
Why You Should Consider Paying Off Debt Before Saving For Retirement
Women, Investing, and the Gender Wealth Gap
Working with a Financial Advisor During Divorce

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