For current and former Southern California Edison employees who have accumulated EIX over the years, it raises an important financial planning question: How much of your financial future is tied to one company? Read how diversification helps spread that risk across different companies, industries, and asset classes.

Clients have been asking us about the national debt for more than twenty years, through every milestone along the way, and the question is almost always some version of the same one: What does this mean for my investments?

Ask yourself a simple question: if something happened to you tomorrow, would your wills and trusts actually do what you think they do? A quick review now is a lot easier than a surprise for your family later.

Nobody, including the Fed, knows the Fed's next move with certainty. What we've described is where things stand today, not a forecast. Understanding why your plan is built the way it is tends to make it easier to stay with it through whatever the Fed does next.

Whether you're five years out from retirement or five months, our work with you focuses on two phases. The goal, in both phases, is the same: to give you a choice.

As we hit the halfway mark in the year, it’s a good time for a check-in. Not guessing or forecasting what will happen, just a look at what has recently happened, measured against what we thought might happen.