Archvest Wealth Advisors is a comprehensive financial planning firm with specialized services focused on the four pillars of planning: investments, estate, taxes, and insurance. We work together with you to assess your individual circumstances, your personal needs, and your long-term...
Partners Eric Lai and John Wenzel are pleased to announce their recent acquisition of Archvest Wealth Advisors, a comprehensive financial planning firm located in San Francisco's East Bay. PR Newswire | San Francisco Business Times
...Until his Social Security check arrived nearly $300 lighter last June, Eric Merklein, 67, had no idea that he was carrying outstanding student debt. Merklein eventually learned that the government was taking money from his Social Security payments to repay...
The best investment marketing campaign I've seen are the new CFP Board ads. The ads (click here to watch) portray a well-dressed, earnest young professional talking to potential clients. After throwing out a few pieces of financial-speak such as "401(k)s...
Suppose you need cash for a medical emergency. You can tap your IRA, especially if you plan to repay your account. The key is to repay the money within 60 days. In IRS jargon, that is an IRA-to-IRA rollover. Investor’s...
Standard & Poor's declared Argentina in default after the government missed a deadline for paying interest on $13 billion of restructured bonds. Camila Russo and Katia Porzecanski | Bloomberg
...The last few years have featured so many tax changes that it is hard to keep them straight. For some help, here's a quick summary of what I think are the most important federal tax changes that will affect individual...
The Fama and French three-factor model is used to explain differences in the returns of diversified equity portfolios. The model compares a portfolio to three distinct risks found in the equity market to assist in decomposing returns. Prior to the...
It's official now. The Internal Revenue Service recently announced inflation adjustments in many tax provisions for the 2014 tax year. These changes, required by law, will affect returns for 2014, to be filed in 2015. Many taxpayers may find it...
Lately, every stock market watcher has been keeping a close eye on the Robert Shiller's cyclically-adjusted price-earnings (CAPE) ratio. Sam Ro | Business Insider
...Brian Jacobson had been using online brokerages to invest for retirement since he was 18, but a decade later, when he'd bought a home and had a baby on the way, he started looking for a more efficient way to...
For the foreseeable future, the federal estate tax will continue to affect only the richest families in America. As the federal estate tax exemption rises each year, the number of estate tax returns falls. From 2003 to 2012, the number...
