Tuesday afternoon was met with plenty of smiles, warm hugs and handshakes, and lots of energy as we celebrated our official launch as Bridge Advisory! Clients from all over Southern California joined us, along with friends, colleagues, and business associates to share memories of the...
BRIDGE ADVISORY ADDS EQUITY PARTNERS, INTRODUCES NEW BRAND AND PARTNERSHIP Penniall & Associates, an investment advisor with $400 million under management, added two new owners and changed its name to Bridge Advisory. Vanessa Burnett, 36, and Alex Leu, 37, took equity stakes in the firm, alongside Dave Penniall, who founded the firm...
We are very excited to announce that our very own Vanessa Burnett was named to the Top 100 People in Finance Magazine. Vanessa is the definition of success, hard work and commitment. Eleven years ago she started as a Client Service Associate, and through the years...
Government shut down, erratic tweets, broken trade deals, fed policy, inverted yield curve, recession… there is no shortage of articles out there that will give you a reason to make a selling decision right now! Fear is an extremely powerful emotion in our society, in...
When have you last evaluated your healthcare coverage and do you have a strategy in place to maintain the right plan with the right provider at the right price? Whether Medicare currently provides your coverage or you have just started to prepare yourself for enrollment,...
US markets bounced back in the 2nd quarter and shrugged off global concerns from “Tariffgate”. However, while the US markets faired well, overseas volatility picked up and led to a weaker quarter. Part of this could be due to the perception that the US is...
Thank you again to those that participated in the Santa Anita event last weekend. It was great to connect with some new faces and meet the little ones we often hear about but never see. Also, a special thanks to our young volunteers that helped...
Fraud, Fraud and More Fraud. How to avoid it, identify it, and what to do if it happens to you. Fraud is everywhere today. Which in some ways is nothing new. Crime is as old as humanity, but of course now with the help of technology,...
When you read the title, did your heart rate tick up just a bit? If it did, you are not alone. Parents all over the world deal with the stresses of educating their children. And one of the biggest hurdles is how to fund the...
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