The S&P 500 has finished positive in 73 out of the last 100 years. That's a strong track record. But what if you could improve those odds even further?

Before making the big move out of California for retirement, it's essential to understand how your finances could be affected. In this video, I walk you through key considerations, including how California taxes can still impact you after you leave…

In my latest market update video, we cover some critical developments shaping the investment landscape. We discuss how the markets are reacting to the ongoing conflict with Iran and what the ripple effects could mean for investors.

Gold is hitting record highs, but why is it happening now? In this video, we dive into the history of gold as a store of value, how inflation and economic uncertainty drive demand, and what role gold mining stocks play in today's market.

In this video, we dive into Trump's proposed "Big Beautiful Bill" and how it could reshape Social Security benefits in the years to come.

I just released a new market update video where I dive into the latest trends shaping the financial world. The markets have been on edge, reacting sharply to escalating tariff tensions and a wave of global uncertainty. We've seen increased volatility across major asset classes, and many investors are unsure how to respond or where to find stability in the chaos.

In this video, we reveal the three key steps that can make this powerful move not only possible… but incredibly effective. These aren't your typical retirement planning tips. We're talking about advanced, under-the-radar strategies that the wealthy use to legally shrink their tax bill, sometimes down to zero.

Want to maximize your Social Security benefits? You're not alone; many retirees miss out on thousands of dollars simply because they don't know the right strategies. This video breaks down four simple but powerful ways to boost your Social Security income and secure a more comfortable retirement.

In my latest market update video, I break down the recent tariff chaos and the increased volatility we’re seeing in the stock market. I also touch on the rise in gold prices and what it signals about investor sentiment in today’s uncertain climate.

We had an incredible time celebrating you at our annual Client Appreciation Event! 🎊 From meaningful conversations to great food and entertainment, this event was all about showing our gratitude for your trust and partnership.