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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.

An Investor’s 3 Best Friends

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Any investor would do well to call on three friends during the course of his or her financial life: diversification, patience and consistency. Regardless of how the markets perform, they should be a part of your investment philosophy. Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes…

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Should You Ever Invest in a Timeshare?

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Many buyers come to regret their decisions. Thinking about buying a timeshare? You may want to think twice about it. While some people buy timeshares and love them, many question their choice after an initial honeymoon period. Years later, they realize that they have bought more than part-time use of a resort property – they…

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