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 may affect property owners and what you can do to plan ahead. more >
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 financially while you move on to bigger and better things. more >
Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The Way Forward podcast. more >
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 review your estate plan now, not after the election. more >
If you’re on a clear road for professional success, it’s essential that you begin planning for financial success. Find out how to set up a layered savings strategy and download our checklist to get started. more >
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 ending, thinking ahead and taking essential steps early can empower you to exit a divorce financially empowered. more >
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 to thrive long into the future. more >
Having a solid foundation of wealth management knowledge and a clear vision of what you’d like to achieve can help keep you on the path to financial success during COVID-19. more >
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 family and friends. more >
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 your philanthropy with purpose. more >
