March 22, 2025
97% of Mutual Funds Underperform
Traditional financial advisors will help you with investments, but little else. Have you considered how many financial decisions you will make in the next 5 years? Your life, as well as your finances, are going to look very different in the future.
March 15, 2025
Your credit score is a numerical representation of your creditworthiness, and it plays a crucial role in your financial life. A good credit score can help you qualify for loans at lower interest rates, save money on insurance, and get approved for apartments.
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.