• Mon - Fri: 8AM - 5PM

  • 1380 Lead Hill Blvd. Suite 180 Roseville, CA 95661

Client Login

Blog

Portfolio Rebalancing in Good Markets and Bad

The concept of rebalancing an investment portfolio can be traced back to the original theory of the Efficient Frontier which was introduced by Nobel Laureate Harry Markowitz in 1952 and became the foundation of what is known today as modern portfolio theory. Chances are, your investment portfolio was constructed on this principal and whether your equity-to-bond mix is 80/20, 60/40, 50/50 or something different, the objective was to create a balanced portfolio that would seek to meet your goals a...

Financial Planning Financial Advisor By on Oct 15, 2020

COVID Financial Trends

COVID-19 has brought on its own set of side effects when it comes to how we spend our money. On October 4th, Jeff Bangerter spoke with Good Day Sacramento about some of these financial quirks and what they could mean for your own spending habits.

COVID-19 Financial Planning Financial Advisor By on Oct 06, 2020

Rethinking Retirement in a Pandemic

Even if you have done everything by the book for decades, chances are good that the COVID-19 pandemic has affected your retirement plans. Some people are making less money or have lost their jobs altogether. Others have seen employers decrease or completely eliminate company matches to 401(k)s and other employer-sponsored retirement accounts. And the stock market, while it may seem to be recovering one day, it changes directions the next. Market uncertainty and the volatility that goes with it a...

Retirement Financial Planning Financial Advisor Estate Planning By on Oct 01, 2020

How to Select a Financial Advisor

Selecting a financial advisor may be one of the most important decisions you ever make. After all, you will be entrusting your financial well-being to this person who will help you plan, invest, and manage your money throughout your working life and through retirement. That is no small responsibility.

Financial Planning Financial Advisor By on Aug 27, 2020

Ten Biggest Mistakes 1031 Exchange Investors Make

A 1031 Exchange can be confusing and stressful leading many 1031 exchange investors to make critical mistakes.

Retirement COVID-19 Financial Planning By on Aug 13, 2020

Retirement in (and after) the age of COVID-19 (Part 2 of 2)

This is the second part in a series on Retirement and COVID-19. Read Part 1 here. In our previous post, we began to look at the questions that may be on the minds of individuals either nearing or entering retirement in this current state of disruption caused by the far-reaching effects of the COVID-19 pandemic. As mentioned, I recently had the opportunity to address many of these questions during a TV interview with local station KMAX and I wanted to provide some insights from that interview her...

Retirement COVID-19 Financial Planning By on Jul 29, 2020

Retirement in (and after) the age of COVID-19 (Part 1 of 2)

There are very few life events that have not been impacted by the effects of the COVID-19 pandemic on the world we live in. Just look at education, sports, entertainment or more memorable events like births, graduations, weddings, anniversaries, and funeral services. All have been disrupted in their own unique ways. Yet there is another life event, less discussed but equally influenced by economic ravages of the virus, and it is perhaps one we should give our heightened attention to. It is retir...

Retirement COVID-19 Financial Planning By on Jul 01, 2020