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15 Oct Managing the Labyrinth of Medicare
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,...
16 Aug “Tariffgate” & Tuning Out the Noise
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...
29 Jun Penniall’s 2nd Annual Santa Anita Race Day
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...
11 Jun Fraud, Fraud and More Fraud
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,...
03 Mar The Road to College Funding
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...
19 Jan To Bit or Not to Bit
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins...