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Wealth Planning
SPACS: What They Are and Who’s Considering Them
Special purpose acquisition companies have become a popular way for companies to go public. Learn more about them to decide whether your firm should merge…More
Wealth Planning
What to Do About Potential California Property Tax Changes
Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they…More
Wealth Planning
6 Financial Tips for Unemployment
Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself…More
Wealth Planning
The 2020 Election and Estate Planning
A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to…More
Wealth Planning
Goals-Based Investing for Women
A goals-based approach to wealth management considers where you currently are in your financial journey and where you ultimately want to go. Discover the four…More
Wealth Planning
5 Financial Steps for Divorce Planning
No matter what stage your marriage is in, it's important to understand your personal financial situation. If it’s starting to look like the marriage is…More
Wealth Planning
Embrace Your Role as Future Family Business Leader
Taking actionable steps now to cultivate your leadership skills will ensure you become the leader who helps your family business beat the odds and continue…More
Wealth Planning
What the Pandemic Has Done to Loans
Interest rates are at an all-time low as the economy slumps during the pandemic. Find out what this means for your mortgage and loans to…More
Wealth Planning
Helping Your Community Heal Through Charity
Many community groups have greater needs as a result of the pandemic, and the CARES Act encourages charitable giving. Learn tips on how to broaden…More
Wealth Planning
COVID-19, College Housing and 529 Plans
Received a refund for college housing that you paid with your 529 plan? Learn what to do with it so you don’t pay taxes or…More
Wealth Planning
When to Say “I Do” to a Prenup
A marital agreement is sometimes a thorny topic for an engaged couple. But setting expectations early can be a healthy way of tackling the often-taboo…More
Wealth Planning
Estate Planning Opportunities During Down Markets
Although the coronavirus is turning the economy and markets sour at the moment, transferring assets at today’s reduced values means you could save on estate…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
