Monthly Archives: September 2018

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29 09, 2018

Investments in your Trust

By |2020-09-29T13:20:07-07:00September 29th, 2018|Advisory|0 Comments

When it comes to funding your trust with your investment accounts it is important to understand the different types of investments. It is also important to know how they are funded in your trust to ensure they avoid probate and the investments are distributed to your beneficiaries according to your trust instructions. First, you [...]

28 09, 2018

Payroll Basics

By |2020-09-29T13:22:17-07:00September 28th, 2018|Tax|0 Comments

Payroll Basics As an employer, it is your responsibility to understand payroll basics. This important because it is your responsibility as the employer to make sure that everything is executed properly. You can outsource these services (go now) or you can do it in-house. There are a number of professional employer organization (PEO) companies [...]

18 09, 2018

Reasons Your Portfolio Is Not Performing

By |2020-09-29T13:27:01-07:00September 18th, 2018|Advisory|0 Comments

Reasons Your Portfolio Is Not Performing Many investors feel frustrated because their portfolio is not performing at the level they want it to. There are many factors that play into your portfolio’s performance. In this article, we will go over four reasons your portfolio may not be performing. Impatience One of the biggest inhibitors [...]

14 09, 2018

Choosing Your Trustee

By |2019-03-11T20:40:15-07:00September 14th, 2018|Legal Documents|0 Comments

Choosing Your Trustee A trustee is an entity or a person who you appoint to manage your trust after you can no longer manage the trust yourself. For a Revocable Living Trust, this person is your successor trustee. In this article, we will go over what you need to know for successfully choosing your [...]

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