March 8, 2025
California LLC Annual Tax Due 4/15
Every LLC that is doing business or organized in California must pay an annual tax of $800. The LLC Annual Tax is not the same thing as your California income tax. This is in addition to income tax payments and your quarterly income tax withholding.
March 1, 2025
How To Diversify An Equity Portfolio
We have lots of data and research to show which asset classes are helpful in adding diversification to a stock portfolio. Here are a few asset classes you may want to look into, and two that are wrongfully assumed to add diversification.
February 22, 2025
How Tariffs Affect Small Business Owners
Tariffs can significantly impact small business owners, both directly and indirectly, by increasing costs, disrupting supply chains, and influencing consumer demand. Here are some things to keep in mind.
February 8, 2025
Frustrated with inflation, consumerism, and the clutter of "too much stuff?" Join the No Buy 2025 movement that is sweeping social media. The no buy movement refers to a challenge where people stop buying nonessential items for a period of time, often a year.
January 18, 2025
Protecting Your Business From Natural Disasters
As a financial advisor to small business owners, Business Interruption (BI) Insurance is one kind of protection that I help my clients with.
January 15, 2025
How To Make A Small Fortune Trading Stocks
Answer: Start with a large fortune. The fact is, actively trading stocks is one of the fastest ways to destroy your wealth. Here are some things to consider.