CONTACT US TODAY
925-215-5600



Cryptocurrency Tax Laws: What U.S. Taxpayers Should Know as Tax Day Approaches 

Seth Wilks | Yahoo Finance | May 10th, 2021
Category: Education

Did you trade or sell Bitcoin, Ether, or other digital currencies in 2020? If so, you’ll have information you need to report on your tax return. With the tax

Read More »


Flush with cash, affluent Americans are chasing million dollar listings 

Swapna Venugopal Ramaswamy | USA TODAY | Apr 21st, 2021
Category: Financial News

As wealthy Americans took advantage of cheap mortgages, increased savings and the ability to work from home during the pandemic, their demand for bigger homes and

Read More »


When will child tax credit payments start? Checks set to roll out in July, IRS says 

Jessica Menton | USA TODAY | May 3rd, 2021
Category: Financial News

American families are set to receive a more generous child tax credit for 2021. Starting in July, the IRS will begin sending out monthly payments of $250 or $300

Read More »


New mortgage refinance program puts hefty savings in reach for millions 

Nancy Sarnoff | Yahoo Finance | May 3rd, 2021
Category: Education

More than 2 million homeowners who thought they couldn't afford to refinance their mortgages — which can provide huge savings over time but takes a bit

Read More »


Dogecoin cryptocurrency slumps after hashtag-fueled surge to record high 

Anna Irrera, Tom Wilson, & Gertrude Chavez-Dreyfuss | Yahoo Finance | Apr 20th, 2021
Category: Financial News

Meme-based cryptocurrency Dogecoin fell on Tuesday after hitting an all-time high in a wild session that saw supporters of the token once considered a parody use

Read More »


A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.


Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.


A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.