CONTACT US TODAY
925-215-5600



CalPERS $2.7 Billion Long-Term Care Class Action Lawsuit Settlement 

Lawrence Grossman | Archvest Wealth Advisors | Jul 27th, 2021
Category: Financial News

After eight years of legal battling, CalPERS just this July tentatively settled a class-action lawsuit filed by policyholders who argued that CalPERS had announced

Read More »


Archvest Advantage Q2 2021 Newsletter 

Archvest Wealth Advisors | Jul 23rd, 2021
Category: Archvest Newsletters

Market Update The markets across the board ended positive for the quarter, bringing the year-to-date figures to staggering levels. Many would argue the positive

View PDF »


How much of a cut to social security benefits can you expect based on your age? 

Robert Powell | USA TODAY | Jul 18th, 2021
Category: Education

Come 2034, incoming revenues will be enough to pay about 76% of scheduled Social Security benefits, a 2020 Social Security Administration trustees report predicts. Given

Read More »


Mortgage rates plunge after unpopular refinance fee gets the ax 

Doug Whiteman | Yahoo Finance | Jul 20th, 2021
Category: Financial News

Tumbling mortgage rates just went even lower following news that an unpopular fee on refinances is coming to an end. When the surcharge was first announced last

Read More »


Watch China‚Äôs GDP for Signs of Post-Pandemic Slowdown 

Tom Hancock, Lin Zhu, and Bihan Chen | Bloomberg | Jul 13th, 2021
Category: Financial News

Looser monetary policy suggests more concern about outlook Consumption is picking up but still below pre-pandemic levels After China’s surprise central

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.