Social Security is an important benefit program, but creating an appropriate strategy is often challenging. Be aware of the important considerations to sift through to maximize your benefits. more >
Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here are some important guidelines to follow. more >
For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and visionaries. more >
A private business is often a family’s largest single asset, leading to additional risks that concentrated wealth brings. Learn about four diversification strategies to sustain your wealth regardless of the company’s success. more >
Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the benefits and pitfalls of this special structure. more >
How do you know if you need a CFP or a CFA, or both? We explain some of the most common professional designations so you can select the right financial advisor to help you achieve your goals. more >
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >
The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards explains how the new deduction works for certain business owners and investors. more >
