Blog

When Should You Take Your Social Security?

March 30, 2023

There is no simple answer to the question, “When should I take Social Security?” Some of the criteria are unknowable and depend on your life expectancy or future income. Still, there are specific steps you can take now to determine what timing may be right for you. Learn more in our latest blog.

Chevron Employees: How to Retire in 2023

February 24, 2023

Feeling like 2023 is your year to retire from Chevron, but afraid to take the plunge? Read on for steps you can take today.

Meet Aileen Joy, our Client Service Associate

February 3, 2023

We recently celebrated four years with Aileen! As our Client Service Associate, Aileen is responsible for cashiering, client communications, event planning, and more. Get to know Aileen here!

Secure Act 2.0: Tax Planning Tips

January 25, 2023

How does the Secure Act 2.0 affect tax planning? Read about the significant changes in Secure Act 2.0 towards Roth accounts, RMD requirements, and charitable giving.

Secure Act 2.0: Spending Today, Saving Tomorrow

January 18, 2023

How does the new SECURE 2.0 Act affect current spending? Read what Justin D. Rucci, CFP® has to say in the blog.

2023 Investment Update

January 11, 2023

It’s no secret that we faced major market volatility in 2022. Read what Founding Partner & Chief Investment Officer Blake Street, CFA, CFP®, advises clients to do during this time.

Secure Act 2.0: Summary for Individuals and Employers

January 9, 2023

What’s in the SECURE 2.0 Act and how does it affect your retirement planning? Learn more about it in our blog!

Letter to Clients on Market Volatility

December 29, 2022

2022 market volatility may have you feeling uncertain about your investment strategy and the future of your portfolio. While we can’t remove all uncertainties, decades of market data allows us to take some comfort in this fact: downturns and bear markets have always been a part of the ride. And most importantly, the market has always recovered.

Five Financial Best Practices for Year-End 2022

December 16, 2022

What can you do to help optimize your financial position before the end of 2022? Here are five action items you can do by the end of the year. Learn more about each in our blog!

Celebrating Tustin, Dino Dash Style

December 9, 2022

At Warren Street, our Tustin pride runs deep! We’re always looking for ways to get involved in our community and had a blast at the Tustin Public Schools Foundation Dino Dash. Hear from firm leaders Cary Facer and Emily Balmages, CFP®, CRTP as they recap the experience.

Update: Should I Sell Some of My Chevron Stock?

November 30, 2022

With Chevron’s stock price hovering around $185,* this might be a good time for employees to diversify their portfolios by selling stock. Our Warren Street team is here to help you talk through all your options! *(As of 11/22/22.)

Essential Financial Planning for Expecting Parents

November 10, 2022

Are you expecting a new baby or planning to adopt? Read our latest blog post for five essential financial planning considerations as you make the transition to parenthood!

Meet the Team: Emily Balmages, CFP®

October 27, 2022

In a world full of uncertainty, your Warren Street advisors are here for you. Get to know our advisors’ fearless leader, Emily Balmages, CFP®, CRTP, here — and learn how she cares for clients as our Director of Financial Planning.

Tax Loss Harvesting: How to Make the Most Out of Market Volatility

September 22, 2022

Are you looking to learn more about tax loss harvesting and how it may benefit you during turbulent market conditions? Check out our latest blog where we break down what tax loss harvesting is, the advantages it can offer you, and next steps you can take.

Chevron Employees: Avoid These Common Estate Planning Mistakes

September 16, 2022

Estate planning is one of the most important things you can do to protect your family and your assets, yet it’s commonly relegated to an afterthought. Here are the most common mistakes Len Hanson has seen — and how you can avoid them.

Meet the Team: Veronica Cabral

August 29, 2022

It’s not every day that someone works her way up from Client Service Associate to the C-Suite in just six years! Get to know our dedicated and always-positive Director of Operations and Chief Compliance Officer, Veronica Cabral, here.

Actions to Take in a Market Downturn

August 9, 2022

Are you wondering what you should be doing during this market correction? Check out our blog post for steps to take during this current downturn.

Get to Know our Founding Partner, Cary Facer!

July 14, 2022

Get to know Cary Facer, one of our founding partners, in our most recent blog post! Any guesses on how fast he can run a mile?

Series I Bonds: Are They Right For You?

June 16, 2022

Series I bonds offer a low-risk, interest-earning addition to your portfolio. Learn more if it is a right fit for you in our latest blog post! Link in bio!

Three Financial Priorities for Young Adults

May 12, 2022

Young adults, or anyone new to managing their own finances, often feel stuck when they think about money. In an age of unlimited access to information, advice, and opinions, deciding what to prioritize can feel paralyzing. At some point, all of us have asked the question “Where do I start?”

Perks of a California Retirement

April 21, 2022

Having a comfortable retirement doesn’t necessarily mean leaving The Golden State behind. Here are a couple of reasons why staying in California may be better for you!

Part 3: A Lookback at Q1 and Portfolio Impact

April 6, 2022

Between rising interest rates and a full-scale war in Eastern Europe, the first quarter was filled with plentiful volatility. Who were the winners and losers, and what are some takeaways for the remainder of the year?

Should I Sell My Chevron Stock?

April 5, 2022

With Chevron stock at a 10-year high of $170.90 (as of 03/10/2022), many Chevron employees are wondering if this is the time to sell. In this post, former Chevron employee Len Hanson shares his advice to clients

Part 2: Assessing War and the State of the Global Economy

March 25, 2022

With news outlets centered on war between Russia and Ukraine, it’s easy to lose sight of the broader, economic picture. What shape is the US economy in now? What about its Western allies?

Part 1: We Will Prevail

March 17, 2022

Markets are tumbling while buildings are collapsing, with weapons devastating Ukraine. Will we make it to the light at the end of the tunnel, or is all lost? This is a series addressing the geopolitical war overseas and the implications on investors.

5 Early Retirement Health insurance Options Before Medicare

March 16, 2022

If you are retiring early and do not qualify for Medicare just yet, use this checklist to see what other options you have for medical insurance coverage.

Healing What Hurts: The Essential Role of a Financial Therapist

March 10, 2022

Financial management can be difficult for anyone, and struggling at times does not necessarily mean you have a chronic issue in your relationship with money. But if your financial behaviors feel like they are crippling your financial future or causing you consistent distress, it may be time to bring in a financial therapist to help you move past the pain.

5 Options for Last Minute 2021 Tax Moves

February 24, 2022

The 2021 calendar year might be over, but that doesn’t necessarily mean that you’re out of luck if you want to make any last-minute tax moves before you file your 2021 return.

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