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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.

Technical vs. Fundamental Analysis

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In the investment world, this is like the rivalry between the NY Yankees and Boston Red Sox. I find that people are often in one camp or the other. And each will tell you why they are right and how the other group doesn’t know what they are talking about. The two camps are technical…

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Realized Versus Unrealized Gains/Losses

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Not as complicated as it sounds There might be a few new words you will not be familiar with in this lesson, but trust me when I say you’ll want to know what these mean. And sadly, many investors aren’t even sure what they mean, but you will! Take a look at the charts above.…

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What is Socially Responsible Investing?

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As a consumer, you vote every time you buy something. By buying this over that, you’re effectively saying, “I support this company and not that company.” A single dollar has little power, but when you are spending thousands of dollars in a year and millions of others are spending thousands of dollars in a year,…

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What is Dollar Cost Averaging?

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This is a phrase you might hear from time to time. Dollar cost averaging. It’s kind of a cool technique, and you should be somewhat familiar with what it is, as it can help you make more money as an investor. Let’s look at two investors… Think of these two investors in terms of the…

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Making Money With Compound Investing

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Have you heard this quote from Einstein? “Compound interest is the most powerful force in the universe.” No? That’s okay because he actually never said it. It’s one of those quotes that financial folks like me repeat because it sounds good and makes us look smart. That’s okay, though. Just because Einstein didn’t actually say…

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Should I Reinvest Dividends?

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Remember when we talked about the two ways to make money as an investor? Come on! It wasn’t that long ago, was it? The two ways are: (1) The value of the investment goes up (2) Income So if you buy a house for $100,000 and it goes up to $125,000, that $25,000 is growth,…

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Cryptocurrency Consulting? CNN Business Interviews Robert Pagliarini

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Robert Pagliarini was interviewed by CNN Business for a financial column regarding cryptocurrency (Bitcoin) consulting. You can read the full article here titled “Want to invest in cryptocurrency? There’s a consultant for that.” Robert made it clear that he does not make recommendations for what cryptocurrencies to invest in; only that he works with those…

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So, How Did My Investment Do?

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Why your 10% return is bad and why your -5% return is great If you finish a game of bowling, you can see your score. After you take the SAT, you see how you did. If you invest, you can see what return you got. Simple. But it’s not quite that simple. If I told…

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What You Need To Know About Retirement Accounts

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Do you know what would be really cool? If we had just one kind of retirement account with simple rules for putting money in and taking it out. Keep dreaming! We don’t. We have so many different kinds of retirement accounts – all with crazy ridiculous rules, half of which you wouldn’t even believe if…

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What Are Asset Under Management Fees?

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You’ve learned about all kinds of fees and expenses you may pay as an investor, but there’s still one more. And this is a popular one. These are Assets Under Management fees (also called “AUM”). Again, this last type of fee is also pretty common. Financial planners and investment advisors may help you determine your…

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