Growing Your High Net Worth Practice – Julie Murphy in Conversation with Jon Doyle
To kick off this interview with Julie Murphy, Managing Director, Senior Investment Consultant at City National Rochdale Investment Management Jon Doyle asks… “We’re really glad that you found us here at City National Rochdale. And thank you for that partnership. Let’s talk a little bit about your growth for a minute. Your practice has really […]
Essential Financial Figures | 2021
Stay organized and informed with this printable, newly updated resource of essential financial figures and dates for 2021. Click to download the full PDF version here to keep for your records. Any questions? Enter your information on the right side of the page to schedule your free consult today.
Is a SEP-IRA Right for Your Business?
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a casualty. The idea of establishing a plan could evoke worries about complicated reporting and administration. If this sounds familiar, then you may want to […]
Weekly Market Insights March 8 2021
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard & Poor’s 500 increased by 0.81%. The Nasdaq Composite index fell 2.06% for the week. The MSCI EAFE index, […]
Prevent a Rift: Money Tips for Newlyweds
Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to address their finances, they may be able to mitigate many of the problems money may […]
Markets Roiled by Recent Events
Recently, the world has watched with great interest as a few companies have seen surprising rallies in their stock prices. You may have read stories of individual investors gaining massive returns on their investments, thanks to this phenomenon. However, many of these same assets have quickly suffered steep declines following their initial boost.1 During times […]
Markets and Marriage
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments where one or both partners look around and go, “Is this as good […]
Smart Moves for the New Year and Beyond
When it comes to preparing yourself financially for a new year, starting early is often a smart move. For many Americans this winter, this may be doubly true. Considering the impact COVID-19 has had on the financial landscape, and the changes wrought by the CARES Act and the SECURE Act, there are some important items […]
Financial Holiday Gifts | What You Need To Know!
The magic of the winter season, a time when everything seems to sparkle just a little brighter, is upon us. It’s a time to gather with family and friends, whether in person or virtually, and to appreciate the bonds that bring us together. At this time of year, you might consider giving cash, stocks, or […]
2021 Tax Planning
UNDERSTAND WHERE YOUR FEDERAL TAX DOLLARS GO In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement […]
Navigating Divorce
Experiencing a divorce is rarely something couples expect to face. Yet, inevitably, some marriages do unravel, affecting each partner’s financial life in the process. While divorce overall has been steadily decreasing, it’s still common in the U.S. In fact, among those 50 and older, the divorce rate has doubled since 1990, and tripled for those […]
Election 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes should you prepare for in the next four years?” In reality, however, it isn’t easy to anticipate what may happen with the financial markets after the […]
6 Important Financial Strategies for Your 20s & 30s
Personal finance goals look a little different when you’re in your 20s and 30s. While your parents are focused on managing retirement, you might be navigating the challenges of paying off student loan debt, establishing yourself in a new career, buying a home, and having a family. You may think that you have all the […]
The Great Spending Balance
Love Your Life Today While Saving for Tomorrow Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out living in the present. There are three key areas, however, where saving big and […]
Dow 30 Changes Its Starting Lineup
The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change went into effect before the market opened on Monday, August 31. It’s […]
5 Retirement Mistakes Small-Business Owners Make & How to Avoid Them
As a business owner, you face unique challenges and opportunities when building a financial future. This special report provides insights on mistakes to avoid and steps to take when building the retirement you desire—while managing your myriad of responsibilities. Small-business owners are an essential component of America’s economy. In the United States, 99.7% of all […]
Take Charge of Your 401K
HIGHLIGHTS INCLUDE: Powerful information that could potentially save you thousands in taxes and fees Tips to help put you one step ahead in your retirement preparations Critical mistakes that cannot be corrected (and how to avoid them) HAVE YOU EVER SWITCHED JOBS? Research shows that the average American employee switches jobs 12.3 times before retiring.1 […]