Monthly Archives: February 2025

26 02, 2025

Index Fund Basics

By |2025-02-25T13:54:06-07:00February 26th, 2025|Advisory|0 Comments

Index Fund Basics An index fund is a group of investments that’s aim is to mirror an existing index’s performance. It is usually made up of the same investments as the index it tracks. Some benchmarks include the S&P 500, Dow Jones Industrial Average, Nasdaq, Russell 2000 index, Wilshire 5000 Total Market Index, and [...]

19 02, 2025

Spendthrift Trust

By |2025-02-14T12:39:41-07:00February 19th, 2025|Legal Documents|0 Comments

Spendthrift Trust A spendthrift trust protects your assets from being wasted by a beneficiary who is a reckless spender. This type of trust lets you distribute assets to your beneficiaries under specific conditions. In this article, we will go over the basics of how a spendthrift trust works. People Involved There are three sets [...]

12 02, 2025

Taxes for Freelancers-Made Simple

By |2025-02-10T16:14:04-07:00February 12th, 2025|Tax|0 Comments

Taxes for Freelancers-Made Simple Taxes for freelancers can seem foreign and overwhelming. There are many moving parts that need to come together. In this article, we will go over the basics of taxes for freelancers. The Basics If you earn more than $400 in freelance/self-employment income you must report this on your taxes as [...]

Go to Top