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Weekly Market Updates

Weekly Market Update 4/21/25
Weekly Market Update 4/14/25
Weekly Market Update 4/03/25
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Weekly Market Update 3/17/25
Weekly Market Update 3/03/25
Weekly Market Update 2/24/25
Weekly Market Update 2/10/25
Weekly Market Update 2/03/25
Weekly Market Update 1/27/25
Weekly Market Update 1/13/25
Weekly Market Update 1/06/25

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
Debt Analysis
Defined Contribution Plans
Distribution Management
Dividing Assets in Divorce
Divorce Financial Planning Services
Efficient Investing
Equity Investments
Ethical Investing
Fiduciary Services
Financial Advisors for Entrepreneurs and Business Owners
Financial Event Planning - Life Event Transition Planning Services
Financial Health Assessment
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
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
Wealth Management for SpaceX Employees
Strategic Financial Planning Services
Wills, Trusts, and Estate Planning
Withdrawal Advice

Guides & Assessments

The Retirement Playbook
15 Things to Do Before Retaining a Financial Advisor
Charitable Giving Guide
EP Wealth Divorce Planning Checklist
Executives: You Work Hard For Your Money
Generational Wealth
How to Choose a Financial Advisor
How to Choose a Financial Advisor for Small Business Owners Advisors
LGBTQ+ Financial Planning
Women: Take Charge Of Your Financial Future

Events and Webinars

March 26 2025 Beyond Wills and Trusts: Advanced Estate Planning
March 12 2025 Overview of California Homeowners Insurance Crisis
March 4 2025 LA Wildfires: Understanding Recovery & Accountability
January 30 2025 Health and Wellness Guidance for Your Retirement Journey
January 22, 2025 The Informed Investor Market Outlook 2025 Q1
December 12, 2024 Exploring Passive Investment Options with Your Real Estate: 1031 Exchanges to DSTs
December 4,2024 Tax Planning: Key Savings Opportunities & Updates for Year-End and Beyond
October 2, 2024 Marry Your Medigap, Date for Part D
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 Cash & Cupid How to Navigate Marriage, Divorce and Financial Bliss
June 21 2023 Business Owners: Are Your Finances in Order with EP Wealth
April 12 2023 Calibrating Money with Your Values with EP Wealth
February 8 2023 Retirement Income: Planning for What’s Ahead with EP Wealth
April 20 2022 Family and Finances: Having the Money Talk
October 21 2021 Building Wealth for Women of All Ages
May 27 2021 You're Invited: Women in Business Panel

News

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

Business Owner Tales

Ep 01: From Actuary to Dynamic BizDev to Owner: Secrets to Growth and Understanding Your WHY with Mo Bunnell
Ep 02: Opportunism and Optimism: Keys to Navigating Disruptions and Finding Joy in Your Business with Ellen and Danny Softness
Ep 03: Educating Entrepreneurs: Creating Your Path, Ecosystem, and End Game at the Earliest Stages with Jennifer Sherer
Ep 04: Growing Your Side Hustle: Planning, Pivoting, and Persisting with Jason Santamaria
Ep 05: Why Values and Culture Matter with Glen Jackson
Ep 06: From Survival to Sustained Legacy: How to Adapt and Thrive with Dave Moody
Ep 07: Building Your Personal Brand and the Magic of Being Over 50 with Kwavi Agbeyegbe
Ep 08: Establishing Authentic Leadership with Nancy Simms
Ep 09: Celebrating the 5-Year Mark and Being A Mompreneur with Molly Sipp
Ep 10: Part One: Succession Planning with Joel Koblentz
Ep 10: Part Two: Board Development with Joel Koblentz
Ep 11: Reinventing an Iconic Brand with Stephanie Stuckey
Ep 12: The Art of Resiliency with Chuck Wolf
Ep 13: Fast Growth, Shark Tank, and the Power of Family Grit with Lou Childs
Ep 14: Going Beyond Your Comfort Zone to Drive New Growth with Bonneau Ansley
Ep 15: Discovering How to Do Your Side Hustle the Right Way with with Sander Biehn
Ep 16: From Teacher to Entrepreneur: Building a Diversified Culinary Brand with Vera Stewart
Ep 17: Building and Scaling a Business Around Coaching with Donovan Panone
Ep 18: “Lightning in a Bottle”: Turning a Proven Product into a Scalable Business with Jesslyn Rollins
Ep 19: Profit with Purpose for Impact: Mission-Driven Entrepreneurship with Kashi Sehgal
Ep 20: Elder Care: Executing on First Mover Advantage with Paige Wilson
Ep 21: Lessons from a Rockstar Drummer: The Mindset for Success with Sandy Gennaro
Ep 22: Building Next Gen Leadership at an Admired Atlanta Brand with Mark Beal
Ep 23: Thinking Through Your Exit Early with Entrepreneur and Coach Catherine Cates
Ep 24: Part One: Managing Successful Exits from Your Business with Dave Sutton
Ep 24: Part Two: Navigating Key Stages in Scaling Your Business for Growth with Dave Sutton
Ep 25: The Power of Accelerating Growth in Your Business with Omar Soliman
Ep 26: Lessons on Entrepreneurial Success from BEHIND the Camera with Chris Jones and Willie Johnson
Ep 27: The Art of “Listening to the Business” with Melissa Bunnen Jernigan
Ep 28: What I Wish I Knew When Starting My Business with Scott Regan
Ep 29: Reflections on a Founder’s 35th Anniversary: A Journey of Conviction with Tom Quinn
Ep 30: From Corporate to Entrepreneur in Retail Beverage: A Playbook for the First Four Years With Leslie Danford
Ep 31: Leading through Periods of Rapid Growth, Change and Uncertainty with Chris Walters
Ep 32: Navigating Transitions and Why Your Story Matters with Michelle Prince

Blogs

10 Common Mistakes Small Business Owners Make
3 Things to Include in Your Weekly Savings Plan
4 Interesting Facts About Employer Contributions to Your 401(k)
4 Things All Women Should Think About When Planning For Retirement
4 Things to Look for in a Financial Advisor
4 Tips to Choose a Medicare Plan for You
401(k) Contribution Limits for Highly Compensated Employees in 2025
401k Deadlines for 2025
5 Networking Tips for Small Business Owners (to Make it Suck Less)
5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)
6 Tips for Managing Your Money in Your 40s
7 Apps to Kick Your Financial Planning and Budgeting Up a Notch
7 College Savings Tips from a Financial Advisor
7 Key Steps to Take When Settling an Estate
7 Things Great Financial Advisors Do For Their Clients
7 Ways Families Can Save Money
8 Fun Ideas for Jobs After Retirement
9 Things Financial Advisors Recommend to Start 2025
A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees
A Guide to Tax-Advantaged Retirement Accounts
A Practical Guide to Choosing the Right Financial Advisor for You
Advice for Navigating the Difficulties of Estate Planning as a Family
Aligning Wealth Management with ESG Values
Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time
Awesome Budgeting Apps for Couples Planning for Retirement
Can I Afford to Take a Sabbatical?
Checklist: How to Financially Prepare for the Death of a Spouse
Considerations for Paying off Debt While Saving for Retirement
Coping with the Death of a Spouse: How to Build Your Personal and Professional Support Group
Disaster Recovery Resources for Southern California
Do You Need a Trust?
Don't Fear the Unknown: Making Investment Decisions with the Help of a Financial Advisor
Envisioning Your Retirement Lifestyle
Essential Tips for People with Employee Stock Options
Estate Planning Questionnaire: Preparing to Chat with an Estate Planner
FDIC Coverage
Financial Challenges for Professional Women
Financial Organization – 5 Easy Areas to Simplify (and Improve) Your Financial Life
Financial Planning After a Divorce: Building a Better Future
Financial Planning Before Divorce: How A CDFA® Can Help You
Financial Planning Checklist: Preparing for Retirement
Financial Planning During a Divorce
Financial Planning Tips For Retiring In Denver
Financial Planning Tips for Retiring in Phoenix
Financial Planning Tips for Retiring in Seattle
Financial Steps to Take After Losing a Loved One
Financial Tips for Retiring in Los Angeles
Financial Tips for Young Adults -- How Savings Could Save You
Finish 2024 Strong With Our Year-End Financial Planning Checklist
From Accumulation to Distribution: How to Handle This Essential Transition in Your Financial Plan
Holiday Budget Planning
How and When to Convert Traditional IRA Funds to a Roth IRA
How Can I Donate to Charity Effectively?
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 I am Teaching My 4-year Old About Money
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 Much to Save For Retirement
How to Build Generational Wealth
How to Calculate Rental Property Cash Flow
How to Create the Right Business Plan for Your Small Business
How to Find a Financial Advisor
How To Fund Higher Education
How to Make a Smooth Transition to Retirement
How to Maximize Your 401k
How to Plan for a Longer Life
How to Plan for Retirement Spending
How to Prepare Your Business for Acquisition
How to Prevent Fraud: Cybersecurity Tips for Investors
How to Prioritize Financial Goals in Complex Financial Lives
How to Start a 401k for Your Small Business
How to Structure Your Estate to Avoid Probate
How to Talk to Your Aging Parents About Finances
How to Talk to Your Spouse About Finances
International Women’s Day: Celebrating Women in Investing
Is Now the Right Time to Buy a Home?
LGBTQ+ Considerations for Asset Ownership and Titling
LGBTQ+ Planning for Elderly Life
Managing Concentrated Stock Positions for Long-Term Financial Success
Market Volatility in an Election Year
Maximizing Your SEP IRA
Medicare Changes in 2025
Mega Back Door Roth Options
Paying For Your Kids To Go To College: 7 Tips from a Financial Advisor
Planning for Business Owners
Planning for the Sandwich Generation
Preparing Your Family for Their Inheritance
Retaining Key Employees with Deferred Compensation Plans
Retirement Planning Consideration: Eldercare Costs
Retirement Planning for Small Business Owners
Retirement Planning Terminology: 10 Terms You Need To Know
Robo Advisors vs. Personal Financial Advisors: Which Should You Choose?
Safe Harbor 401k Limits for 2025
Should I Have an HSA?
Should You Retire Before 50
Should You Roll Over Your 401(k) to an IRA?
Simple 401(k) Establishment Deadline
Small Business Tax Deduction Checklist
Succession Planning Best Practices for Retiring 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 Four Main Considerations for Aging in Place
The Guide to Creating and Managing Generational Wealth
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
Tips for Reading Your Investment Portfolio Summary
Umbrella Insurance Policies: Considerations and Coverage
Understanding Investor Jargon: Financial and Investment Terms
Understanding the Social Security Fairness Act
Using ESOPs to Exit Your Business
What Are RMDs?
What are the 2025 401k Contribution Catch-Up Rules?
What Are the Five Types of Financial Risk Management?
What Does the ‘Fiduciary’ in ‘Fiduciary Advisor’ Mean?
What Happens to Your Tax Liability With Proper Financial Planning?
What is a 529 College Savings Plan?
What is a CDFA®?
What is a QDRO?
What Is an Emergency Fund (and Why Should You Teach Your Kids & Parents About Them)?
What is ESG Investing?
What is Financial Infidelity?
What Is Operational Planning?
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 2025
What is the Significance of a Date of Separation?
What is the Value of a Life Insurance Policy in a Divorce?
What to Do With Your Tax Refund
What Your Vesting Period Means for Your Retirement
When is Mediation a Good Solution for Divorce?
When is Tax Day in 2025?
When is the Best Time to Start Working with a Financial Advisor?
When Should You Take Social Security?
When to Convert Your 401(k) Into a Roth IRA
When to Do a Roth Conversion
When to Start a 401(k) for Your Small Business
Who Suffers the Most Financially in a Divorce?
Why Business Continuity Planning Is Important
Why Updating Your Estate Plan May Be Important After Life Changes
Why Women Should Think Differently About Retirement Planning
Why You Should Consider Paying Off Debt Before Saving For Retirement
Your Estate Planning Checklist: 4 Things to Include When Creating Your Estate Plan
Your Stock Market Volatility Survival Guide: 5 Things to Remember

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