Who We Are:
3 Wealth Managers with 5 Support Staff
Fiduciaries
Industry Leading Technology
Based in Silicon Valley
What We Do:
Deliver Advanced Planning
Actively Manage Portfolios
Strategically Mitigate Taxes
Preserve Wealth and Care for Heirs
Maximize Charitable Impact
Elaine Recognized as a “2022 Women of Influence of Silicon Valley”!
The Silicon Valley Business Journal selected Elaine as one of their 2022 Women of Influence! The women selected are leaders of companies and institutions from many different industries in Silicon Valley, and Elaine was the only Wealth Manager selected in the group this year!
This award recognizes women who are established business leaders, with a strong record of innovation in their fields, outstanding performance in their businesses and a clear track record of meaningful community involvement. These Women have made a difference in their communities, blazed a trail for the rest of us and are leaving a mark in Silicon Valley.
Congratulations Elaine! We are very proud of you!
SECURE Act 2.0 Changes Many Retirement Plan Rules
Congress greatly expanded the changes to retirement savings by passing the SECURE Act 2.0, which introduced 92 new rule changes. Let's cover some major provisions for RMDs, accumulation, Roth revisions and more.
FJP 2022 Reflections
As a new year is on the horizon, it is a good time to refresh goals and reflect on the past year.
Thank you for letting us be your partners in your financial journey. Let’s make 2023 an even better year!
2022 Economic & Stock Market Recap
2022 has been a challenging year in many ways for investors. It was a difficult year for stocks with three rallies over 10% - yet so far, after each rally, the market has turned down to reach new lows. In this blog we share our recap of the year and our thoughts as we exit 2022.
How Concerned Should I Be About Inflation?
Fed Chairman, Jerome Powell, has stated that it is a top priority of the Federal Reserve to reduce inflation. Let’s explore the issues caused by high inflation and you can consider how concerned should you be about inflation.
