Fin Alternatives @FAlternatives
Integrated Wealth Management for Executives, Retirees, and Families of Inherited Wealth. Ongoing services combine investment management and financial planning. financialalternatives.com La Jolla Joined May 2011-
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Our April newsletter covers tax-efficient investing — asset location, fund structure, rebalancing, and harvesting strategies. Read the full article: financialalternatives.com/financial-alte…
Our Q1 2026 Market Review is live. See what shaped markets this quarter and what we're watching ahead. financialalternatives.com/financial-alte…
Taxes are one of the few financial variables you can actually control. Start planning thoughtfully — it makes a bigger difference than you'd think. financialalternatives.com/financial-alte…
“Living comfortably” is one of the most common financial goals we hear, but it’s also one of the hardest to define. This article looks at why comfort is more about clarity and tradeoffs than certainty, and how planning helps people feel more prepared. financialalternatives.com/financial-alte…
As Financial Alternatives approaches its 35th anniversary, this article reflects on longevity, resilience, and the value of long-term relationships—both in markets and in life. financialalternatives.com/financial-alte…
Q4 2025 markets were broadly positive, with international stocks leading and commodities surging. Our latest market review explains what’s behind the numbers. financialalternatives.com/financial-alte…
Our 2025 Investing Newsletter: U.S. stocks +17.88%, but international markets led for the first time in ~20 years. We don't time markets. We stay diversified, rebalance, and stick to the strategy. Full review: financialalternatives.com/financial-alte…
The Feds are working on coming up with ways to protect consumers from AI scams. But until they do, it's best to be aware and take caution to avoid being a victim. aarp.org/money/scams-fr…
Elder abuse is a huge issue, not just in California. Read up on how to protect your loved ones. financialalternatives.com/financial-alte…
California residents should consider these choices wisely, as housing costs are huge. cnbc.com/2023/11/29/mos…
Apologies in advance to anyone who previously has allowed me to soapbox on how annoying the penny is and how each new president’s first executive order should be removing pennies from circulation. financialalternatives.com/financial-alte…
Organizing tax documents is the last thing you probably want to do after you file your return. See our list to learn how long you need to hold on to tax documentation. financialalternatives.com/financial-alte…
We often hear from our clients that they wish the process of making tax payments could be simpler. Here are some of our suggestions for simplifying and improving this process. financialalternatives.com/financial-alte…
Presidential elections have a way of creating angst and anxiety. financialalternatives.com/financial-alte…
Thanks to the Corporate Transparency Act of 2021, business owners need to file Beneficial Ownership Information (BOI) Reports starting January 1, 2024. financialalternatives.com/financial-alte…
Many California Homeowners have received a non-renewal notice from their homeowner’s insurance carriers. The insurance companies are pulling back coverage because of high wildfire risk, high inflation and legal changes. financialalternatives.com/financial-alte…
As of January 2024, the marginal tax rate on wages in California will be 14.4%. taxfoundation.org/research/all/s…
Starting this year, SDI tax won't be capped anymore. This may make private disability insurance a better deal for highly compensated employees. caltax.com/news/hot-news-…
As we reconnect and share stories with loved ones it may have become evident that many of us are living longer and more prosperous lives than our predecessors. Something we may not have considered as we gather for meals and parties however is this: financialalternatives.com/financial-alte…
Instead of matching contributions, IBM employees will now get credits in the Defined Benefit plan. Other companies are likely to follow suit. Here's what this means for employees: russellinvestments.com/us/blog/ibm-db…
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