5 Tips to Start Saving Money

Are you a saver or a spender? Savers love to save and even get excited about the prospects of having money put aside. Unfortunately, many of us fall into the spender category. If saving money doesn’t come naturally to you, you...

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On the Topic of Ukraine

To all clients: Despite our fervent hopes that Ukraine’s sovereign rights would prevail over tyrannical aggression, it’s now clear that Vladimir Putin has doubled down on the latter. Time will tell how his plans will play out. If there’s one thing...

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A Reminder of IRA, Roth, or Backdoor Roth Contribution

Please don't miss out on the opportunity to maximize your IRA contribution for the 2021 tax year. If you have already funded your IRA for 2021, please disregard this message. Funding your IRA prior to April 15, 2022 may help...

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Evidence-Based Investing

How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? What Is Evidence-Based Investing? Evidence-based investors build and manage their portfolio based on...

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Secure Your Financial Future with Fischer Investment Strategies

"Work hard, but play harder,” advises Ted Fischer, of Fischer Investment Strategies in Westlake Village. “Seriously, I believe you need to enjoy what you do in life. If you do, it is no longer work. People are not dumb....

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Six Financial Best Practices for Year-End 2021

Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead....

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Advice for Year End Financial Planning

Recognition for your work should be a celebrated achievement. Especially in a community filled with talented professionals that strive to be the best in their respective fields. When people search for financial advice, they look for a respected firm...

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Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs

In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy,...

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Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves....

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Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one...

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