Blog
Are you ready for a market decline?
The stock market has abruptly pulled back over 8% from its all-time highs. This could be the beginning of a more serious pull back. As long-term investors, we shouldn’t be trying to time the market. However, if you would be...
Read MorePerfect Portfolio Design Part 1
Please enjoy this installment of our Wealth Essentials webinar series. We simplify the concepts of Modern Portfolio Theory so even a Kindergartener can have a perfectly designed investment portfolio. Okay, maybe not quite a...
Read MorePerfect Portfolio Design Part II
Please enjoy this installment of our Wealth Essentials webinar series. This is the 2nd Part of our lesson on Portfolio Design. We simplify the concepts of Modern Portfolio Theory so even a Kindergartener can have a perfectly designed...
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Tax Secrets Your Accountant Doesn’t Tell You
Please enjoy this installment of our Wealth Essentials webinar series.
Read MoreFinancial issues Facing Those Trying to Move Abroad
If you’re planning on moving abroad, you may encounter some of these financial challenges. Moving abroad can be a thrilling life change full of adventure and excitement, but it can also bring with it a plethora of challenges...
Read MoreMaking Money with ESG Investing
Two Steps to Get Started on Aligning Your Money with Your Values Are you familiar with ESG Investing? It’s a trending investment philosophy that combines two goals: positive investment returns and positive impact on society,...
Read MoreHow to Save for Retirement Without a Traditional 401(k)
Tools to Help Creatives and Other Self-Employed Individuals Plan for a Sound Financial Future Much of the retirement advice you hear is of the “start saving early” and “take advantage of your employer match”...
Read MoreStress-Free Tips for Setting and Reaching Your Goals
How to Make Peace with the Process Even When COVID-19 Stalls Your Goals ProgressGeorge Lucas said, “Always remember, your focus determines your reality.” One of the few blessings of COVID is that it has forced us to slow...
Read MoreWhy Millennials and Others Shouldn’t Buy a House Right Now
For many people, Millennials included, buying a home is a rite of passage. Though Millennials tend to be a misunderstood generation, the American dream is alive and well with them. Since many are growing their families, homeownership...
Read MoreBritish Expats: What to Do Before You Say ‘I Do’
Options for Getting Your Green Card and Remaining in the U.S. To paraphrase Truman Capote, love knows no geography. If you’re a British expat reading this article, then you are likely hoping to marry your American sweetheart and...
Read MoreHow Sole Proprietors Can Minimize Their Self-Employment Tax Burdens
Four Strategies for Managing the Self-Employment Tax When you’re working as a sole proprietor, you are both the employer and the employee. While it’s a business model that can offer you the benefits of flexibility and...
Read MorePresidential Elections and Your Investment Success are Not as Related as You May Think
Five Tips for Moving Forward if You’re Anxious About Your Portfolio in an Election Year Are you concerned about what the presidential election may mean for the markets? If so, you’re not alone. Investors always tend to get...
Read MoreTaxes Abroad: Claiming Foreign Taxes
A Primer on How to Be Tax-Smart with Your Foreign Income Do you own stocks, bonds, or mutual funds? If so, you may well have some foreign holdings such as BMW (German), or BP (British), or Nestle (Swiss). This means you have paid...
Read MoreQ3 2020 | Quarterly Market Review
IN THIS EDITION OF OUR QUARTERLY MARKET REVIEW WE PROVIDE DATA AND ANALYSIS ACROSS MARKETS AND INVESTMENTS. This quarterly market review features world capital market performance and a timeline of events for the past quarter. It...
Read MoreRefinance Before the New Fee Hits on October 1st
Refinancing Right Now Might Make Sense. Here’s Why. Refinance before the new fee hits on October 1st and have the Federal Reserve help pay your mortgage for you. The Federal Housing Finance Agency (FHFA) is imposing a 0.5% fee...
Read MoreFundraising Goal for Multiplying Good | Help us Reach $4,000
Help us reach our fundraising goal by making a donation today! We are on the advisory board of our favorite non-profit MultiplyingGood in Los Angeles. The Students in Action curriculum empowers school teams to solve problems in their...
Read MoreFour Ways Self-Employed Freelancers Can Plan for Retirement in Hollywood
It’s Possible to Work for Yourself While Still Building a Sound Financial Future The current shut down is another reminder of how tough it is to plan for your financial future and retirement in the entertainment industry and...
Read MoreUK vs U.S. Healthcare: What Ex-pats (and others) Need to Know
Entering a Vastly Different Healthcare System Requires Forethought and Planning We had our own room in Cedars Sinai hospital – coming from the UK it seemed like a 5-star hotel. My newborn son peered up at me. His mother lay...
Read MoreFive Things to Consider Before You Retire Abroad
These Preparations Will Make for a Smoother Transition to Your New Home Where in the world would you live if you could? Have you always dreamed of retiring abroad? You’ve worked hard for decades to reach retirement, now...
Read MoreMultiplying Good’s Students in Action Turns Five!
Multiplying Good, a national nonprofit focused on elevating public service as the means to empower individuals, is having a FRIENDRAISER to celebrate the 5 year anniversary of their Students In Action (SIA) Program in the Greater Los...
Read MoreAdam Scott and Family earn Caltrans Adopt-A-Highway Program’s Volunteer of the Year Award!!!
The Scott Family is proud to participate in the Caltran’s Adopt-A-Highway Program and thrilled to have received a Volunteer of the Year Award for all of our hard work maintaining the last mile of Topanga Canyon Boulevard (HWY...
Read MoreQ2 2020 | Quarterly Market Review
IN THIS EDITION OF OUR QUARTERLY MARKET REVIEW WE PROVIDE DATA AND ANALYSIS ACROSS MARKETS AND INVESTMENTS. We also share an article that advises long-term investors on how to react to a volatile market and potential recession....
Read MoreAre Your Investment Decisions Making the World a Better Place?
Consider the Growing Trend of Impact Investing One of the most exciting aspects of impact investing is that there are so many choices. Whether you’re interested in stocks, bonds, or real estate, investing allows you to weigh your...
Read MoreEight Considerations When Passing an Inheritance to Your Children
Deciding to Provide for Heirs Can Impact Many Financial Decisions Regardless of the industry you’re in or the type of career you have, there is one thing that rings true for most people: the ability to leave an inheritance behind...
Read MoreSeven Steps to Finding the Best Financial Advisor
It’s crucial to find the right person for your family. Hiring a financial advisor means taking on an expert partner in financial planning so that you can have peace of mind as you pursue your financial and life goals. It should...
Read MoreIs Prudence Crazy?
Why are share prices so high and what is an investor to do? The stock market seems to be hoping for the best rather than planning for the worst. Since we are responsible for people’s financial lives, it is prudent that whilst we...
Read MoreEverything You Need to Know About Succession Planning
Whether your organization is large or small, a start-up or an established entity, employees will come and go. When someone leaves your business, it’s important to retain all the knowledge they accrued over time and to plan for...
Read MoreIs Impact Investing Right for You?
There’s a growing trend among investors – both individuals and institutions – to use their money to effect positive change in the world. For these investors, gone are the days of simply calculating which funds will...
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