Your Financial Advocates for Life

1st Half 2018 Market Overview

Figures references are as of 6/30/2018 unless otherwise stated.

First Quarter 2018 Review and Outlook

Q1'2018 — What Happened?

2017 was by some measures the least volatile stock market year observed since the creation of what is now known as the “Volatility Index” or “VIX” launched in 1992.[i] The first quarter of 2018 gave us clear…

7 Money Discussions Before You Say “I Do”

We all know that divorce rates are quite high and many of the key drivers for splits cited by separating couples stem from disagreements over money. In fact, a study published in 2009 by Jeffrey Dew of Utah State University showed a very clear positive…

Q3'2017 FFG Newsletter

We view interest rates as the primary influencer of the stock market and therefore we want to focus this newsletter in…

First Half 2017 Newletter

A Look at this Year through June 30, 2017

8 Tricks To Avoid and/or Prevent Financial Scams

1. Look for skeletons in the closet: Before making any major financial…

A New Scam To Have On Your Radar

Financial scams are at an all-time high. Please read below for a new scam we have recently come across.

Missed Jury Duty

Potential victims are being called by someone who identifies themselves as “sergeant (could be any…

Bitcoin & Blockchain

Did You Know?

Bitcoin & Blockchain

• Cryptocurrencies like Bitcoin are not tied to any centralized governments, regulatory agencies, or centralized banks (yet).
• Cryptocurrency is exchanged on a…

Having a Trust Committee — Is it Right for You?

We recently attended a great estate planning seminar sponsored by the American Cancer Society. One of the presenters, a California renowned attorney and past Lecturer at UC Berkeley School of Law, discussed the issue of diminishing capacity. First…