California proposition 19 becomes effective on February 16, 2021 and allows homeowners over age 55, disabled or wildfire/natural disaster victims to transfer their primary residence tax base (assessed value for property taxes) to a new residence in California. It also creates a state fire protection...
The markets have certainly been interesting this year with no shortage of suspense and drama. While the major indices are at or near their all-time highs, recently we have seen a handful of stocks come to national attention. What began as chatroom buzz on a...
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...
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...
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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