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Highlighting success within the economic landscape of our community

Special events in Tehachapi draw crowds and economic impact The economic impact of special events in...

 

Should you consolidate retirement accounts?

One of the rewards for working over several decades is the ability to contribute to tax-advantaged...

 

What's your retirement dream elevator pitch?

Imagine stepping into an elevator and realizing that you're about to spend the 30-second ride with...

 

Good ideas that may not be good ideas

Sometimes what seems like a good idea in order to prepare for home buying may not actually be the...

 

Should you stick with index-based investments?

You may have heard that you can simplify your investment strategy just by owning index-based or pass...

 

Passive, active or both?

Index funds, which try to match the performance of a particular market index, have drawn increasing...

 

Should you own bonds when interest rates rise?

As you know, the stock market has attracted a lot of attention – and for good reason, as we've see...

 

529 plans: underused but valuable

In just a few weeks, students will be heading off to college – and parents will be getting out...

 

Why right now, buyers and sellers have the best win, win opportunity

You are likely hearing a lot of people talk about a shifting real estate market, price reductions,...

 

What should you know about IRA rollovers?

If you've been contributing to an IRA, you've chosen a great way to save and invest for retirement....

 

Diversifying your portfolio with international flair

Global economic growth is projected to drop from a 5.8% rate in 2021 to 3.3% in 2022, as the world...

 

How should you respond to a bear market?

So far, 2022 has not been a good year for investors. In fact, we're moving into bear market territor...

 

Rates, recession, inflation...oh my!

If you didn't know before, you know now... I am a fan of "The Wizard of Oz." For many reasons, but...

 

Prepare yourself for a long retirement

We all want to live long lives. We all expect to live long lives. But are we financially prepared fo...

 

A wealth of information: How to read a Mutual Fund Prospectus

With more than 7,400 mutual funds to consider in the United States alone, some investors may feel...

 

Crypto: investment or speculation?

With cryptocurrencies so much in the news, you might be wondering if you should invest in them. But...

 

Tips for selling smart, part two

Summer is here and once again many potential sellers are watching rates rise, thinking prices are...

 

New limits expand 401(k), IRA opportunities

You could spend two, or even three, decades in retirement. So, to pay for all those years, you'll...

 

Baseball lessons that might help change up your finances

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if...

 

Should you make extra mortgage payments?

You might enjoy owning your home – but the mortgage? Not so much. In fact, you might want to do...

 

Retiring early? Know your health care choices

Life doesn't always go as planned. For example, you might think you'll retire at 65 or later, when...

 

Four basic principles of financial literacy

It is widely recognized that financial literacy impacts a person's overall economic success. In...

 

Match your financial goals with the right strategies

To achieve most goals in life, you need some type of strategy. And that's certainly true for your fi...

 

Four tips for selling smart, part one

Are you one of the many homeowners trying to decide if this is a smart time to sell a property you...

 

Your Tax Preparer

Trusts have been used as an integral part of sophisticated tax and financial arrangements for centur...

 

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