We wanted to make sure all of our clients are aware of the CARES Act provision to forgo taking required minimum distributions (RMDs) in 2020. The IRS has also come out with guidance that allows for any distributions taken thus far in 2020 to be returned...
We don’t need to recite the obvious. You all know by now that COVID-19 has impacted our lives in many ways. Whatever disruption it has caused in your daily lives, we certainly hope you and your loved ones are healthy. This letter is long but has...
Congress passes the SECURE Act, effective 1/1/2020 The SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement”, was signed by the President this week and put into effect as of 1/1/2020. There are some significant changes that impact all of us which we...
Set it and forget it when it comes to Medicare? Not so fast. Waning government funding and “expert” debate over the long-term viability of this Federal Program have contributed to legislative support demanding change. Congress plans to do what it takes to continue supporting reasonably...
We are excited to share our very own Vanessa Burnett has been featured in Voyage LA magazine this week! Today we’d like to introduce you to Vanessa Burnett. Vanessa joined Bridge, her first job in investment management, in March 2008, just months before the financial crisis and...
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...
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