Blog

Equity Compensation: Benefits and Risks You Need to Know

September 5, 2024

Equity compensation can boost your income and wealth, but it's crucial to manage it wisely. Understand the details of your package, from vesting schedules to tax implications. Avoid concentration risk by diversifying your investments. Read more on how we help maximize your wealth-building opportunities in the blog.

Meet the Team: Len Hanson

August 22, 2024

Get to know Len, a cornerstone of our team since the very beginning. With over a decade of experience, Len has helped hundreds of Chevron clients achieve their retirement dreams with confidence and peace of mind. Curious to learn more about Len's journey and how he can assist you or someone you know? Check out our latest "Meet the Team" blog post and see why Len is such a valued part of Warren Street!

Young Investor’s Guide to Building a Financial Future—Part 2: Investing for Your Goals

August 1, 2024

In our first installment, we explored avoiding credit card debt, the benefits of long-term investing, and retirement accounts like 401(k)s and IRAs; now, let's dive into three more essential investment concepts: diversification is key, avoid speculative behaviors, and invest according to your plan. Ready to start your investment journey? Reach out to set up a time, and let’s talk about meeting your financial goals!

Young Investor’s Guide to Building a Financial Future—Part 1: Where Do You Start?

July 11, 2024

Gen Z has nearly 3x more retirement assets than Gen X did at the same age, thanks to improvements like 401(k)s and stock purchase plans. If you're new to investing, we're here to help! Read part one now and stay tuned for part two on building a diversified portfolio and a personalized investment plan. Ready to start your financial journey? Reach out today!

Planning Your Perfect Summer Trip: Budgeting Made Easy

June 6, 2024

Ready for a fun and stress-free summer trip? Here's a quick guide to budgeting for your vacation! Read more about it in the blog.

Meet the Team: Jennifer La

May 23, 2024

Time to celebrate a well-deserved promotion! Meet Jennifer, our newly appointed Director of Sales and Marketing. Join us in getting to know Jennifer a little better as she shares insights into her role, hobbies, and aspirations for the future. Let's give her a warm round of applause for reaching this milestone in her career!

Tax-Loss Harvesting: Opportunities and Obstacles

May 9, 2024

Turn market downturns into tax savings! Discover the financial magic of tax-loss harvesting — a smart strategy to offset capital gains and lower your tax bill — in our latest blog post.

How to Cultivate Financial Literacy in Children and Create a Pathway to Lifelong Success

April 4, 2024

Empower the next generation with essential life skills this Financial Literacy Month! Our latest blog post delves into practical ways to cultivate financial literacy in children, from instilling confidence and a strong work ethic to teaching the importance of budgeting, saving, and investing. Check it out and join us in equipping our youth with the tools they need to succeed!

Mastering Tax Season: Top 5 Tips for a Smooth Filing Process

March 4, 2024

Tax season is here, and we've got your back! Check out our latest blog for the ultimate guide on navigating the complexities of tax filing. From downloading your tax documents online to embracing e-filing and direct deposit, these top 5 tips will make your tax season a breeze.

You May Know Your Love Language, but What’s Your Money Script?

February 13, 2024

You’ve probably heard of “love languages” — the different ways people express and receive love. But have you heard of “money scripts”? Learn yours here, and let us know your results!

Do I Have Enough to Sell My Business?

December 28, 2023

Do you find yourself watching the clock more often than you used to? Has a loved one told you that you spent too much time at the office? These might be signs it’s time to sell your business. Learn how Warren Street can help in this new post.

3 Financial Best Practices for Year-End 2023

November 28, 2023

It’s hard to believe, but we’re only a month away from 2024! Get your finances ready for the new year with these three tips. Plan ahead now, and your future self will thank you. Link to blog in bio!

Beyond the Market: Understanding Your Investment Performance

November 8, 2023

Striving for financial success? Comparing your performance to “the market” might not be the best approach. Learn why — and how to avoid chasing trends — in our latest blog.

Financial Quick Takes: Making Mistakes

October 19, 2023

By eliminating avoidable mistakes, investors can also lower, but not entirely eliminate, the possibility of experiencing negative investment outcomes. Read more about it in our newest blog!

It’s Open Enrollment Season: Here’s How to Optimize Your Benefits

September 21, 2023

It’s Open Enrollment Season! Check out these planning tips from Lead Advisor Bryan Cassick, MBA, CFP® to make sure you’re getting the most out of your benefits.

Probate: 3 Easy Ways to Avoid it

August 17, 2023

Probate — the court process to determine who gets an inheritance — can be costly, time consuming, and stressful. Use these three tips to shore up your assets now, so your loved ones don’t have to deal with probate in the future.

3 Ways to Apply the 80/20 Rule to Your Financial Pursuits

July 28, 2023

The "80/20 rule" suggests 80% of an outcome is often the result of just 20% of the effort you put into it. Here are 3 financial best practices where the 80/20 rule applies. Find out how you can apply these principles to your own financial life in the blog!

It’s Time to Revisit Your Student Loans

July 12, 2023

Last week, the Supreme Court voted against the White House Administration's plan to eliminate up to $20,000 of Federal student loans per borrower. Given this news, Warren Street financial advisor @ Bryan Cassick has put together five tips for borrowers on repaying student loans. Let us know which resonate with you!

Meet the Team: Bryan Cassick

June 15, 2023

The Warren Street team is growing! Please join us in welcoming Bryan Cassick, our newest Lead Advisor based in Albany, New York. Get to know him in this “Meet the Team” blog — you may also learn a fun fact or two!

Chevron 401(k) Changes: Unpacking Your New Funds

May 19, 2023

As of June 1, 2023, Chevron employees’ 401(k) funds are changing. In this post, Chevron retiree and financial advisor Len Hanson breaks down what this could mean for your portfolio.

Why We Believe Social Security Will Endure

May 11, 2023

If you’re wondering, “Should I take my Social Security early?”, this blog is for you. You’ll learn about Social Security projections, potential fixes from Congress, and considerations for taking benefits early.

Welcome Jennifer Battles, “JB”!

April 10, 2023

Have you met JB, Warren Street’s newest face? Hailing from Georgia, JB is a passionate, caring Client Service Associate, and she’s excited to help support your financial needs. Get to know JB in our latest 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.