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We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

What Will Happen Once QE3 Ends?

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“Easing without end” will finally end. According to its June policy meeting minutes, the Federal Reserve plans to wrap up QE3 this fall. Barring economic turbulence, the central bank’s ongoing stimulus effort will conclude on schedule, with a last $15 billion cut to zero being authorized at the October 28-29 Federal Open Market Committee meeting.…

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FATCA: What It Is & How It Affects Investors

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The federal government implements new rules to fight tax dodgers. As of July 1, 2014, the Foreign Account Tax Compliance Act (FATCA) is in effect. FATCA requires something new of foreign financial institutions: they must now report any assets held by American citizens, U.S. “persons,” U.S. green card holders and individuals holding select U.S. investments…

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How Will the Growing National Debt Affect the Economy?

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In 1835, something financially remarkable happened: the federal government paid off the national debt. It hasn’t happened since. Through myriad presidential administrations and economic cycles, the national debt has persisted. Wars, depressions and recessions have all helped send it higher, and while it can shrink in the short term, it isn’t going away. Currently it…

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Common Investing Mistakes

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Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued at some length – and yet they are still made. You can chalk them up to psychology, human nature, perhaps even a degree of peer pressure. You just don’t want to find yourself…

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Rising Interest Rates: How Will They Affect Investments, Housing & Retirees?

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How will Wall Street fare if interest rates climb back to historic norms? Rising interest rates could certainly impact investments, the real estate market and the overall economy – but their influence might not be as negative as some perceive. Why are rates rising? You can cite three factors. The Federal Reserve is gradually reducing…

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Do Your Investments Match Your Tolerance for Risk?

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When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or inattention – stock market volatility may make you anxious. So from time to time, it is a good idea to review how your assets are invested. Your asset…

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Managing Investing Risk

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If you want significant reward, you will have to assume some risk. Anyone investing in securities – particularly stocks and funds – must accept that reality. Investing in the markets gives you an opportunity to accelerate the growth of your savings and outpace inflation, and you definitely want that chance – but how do you…

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The Rise of Bitcoin: Is Virtual Currency a Fad or the Future?

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Mention “bitcoin” to assorted economists or investors, and you may trigger all kinds of associations. To some, it signifies an exciting new reality – a digital currency, with a payment system that could revolutionize finance. To others, it is a volatile commodity – propped up by hype, fraught with risk. It also refers to an…

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Asset Allocation for Retirees

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If you move away from equities with age, are you making a mistake? For some time, financial professionals have encouraged investors to lessen their exposure to the stock market as they get older. After all, a 60-year-old has less time to recover from a market downturn than someone decades away from collecting Social Security checks.…

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What is High-Frequency Trading?

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Is Wall Street out of control? Main Street and Wall Street are abuzz over Flash Boys: A Wall Street Revolt, the new book from Berkeley-based journalist Michael Lewis (author of Moneyball and The Blind Side, London School of Economics graduate and former bond salesman). Flash Boys makes a couple of bold conclusions, which the media…

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