Blog

How Can I Give My Kids a Head Start on Investing?

Ready to give the next generation a financial head start? From 529 Plans to Roth IRAs, there are plenty of ways to help your kids (or grandkids!) start investing early. Not only will you set them up for success, but you’ll also teach them lifelong financial skills. Check out our latest blog to learn more about how you can invest in their future today!

Counterintuitive Money Advice: Investing Against the Grain

Sometimes, the best financial decisions are the ones that go against the grain. In our latest blog, we dive into counterintuitive money advice that can actually help you reach your long-term goals. From embracing risk to rebalancing during market downturns, discover strategies that may surprise you!

The “Big Beautiful Bill”: What It Means for Your Finances

Feeling overwhelmed by the "Big Beautiful Bill"? Our blog simplifies the complex "One Big Beautiful Bill Act," providing clear explanations and practical strategies to help you optimize your tax planning, secure your healthcare, and grow your wealth in this evolving financial environment.

Kick-start Your Child’s Financial Journey with Roth IRAs

Summer jobs and internships aren’t just a great way for teens to earn spending money—they’re also a perfect opportunity to start building long-term wealth. In this blog, we explore how a Roth IRA can help kick-start your child’s financial journey by turning summer earnings into tax-advantaged retirement savings.

What to Do With a 529 Balance

Have leftover funds in your child’s 529 college savings plan? From paying for grad school to rolling funds into a Roth IRA, there are several smart and strategic ways to make the most of unused 529 balances. In this blog, we break down your options—so you can confidently decide what’s next for those education dollars.

Get to Know Connor Garnett: Warren Street’s Sponsored Pro Pickleball Player

Connor’s journey from picking up pickleball casually to reaching the top-tier ranks is one of hard work, passion, and community. We recently sat down with him for a quick Q&A to learn more about his journey, mindset, and what excites him most about his partnership with Warren Street.
Phillip Law, CFA

Meet the Team: Welcome Back, Phillip Law, CFA!

We’re excited to welcome a familiar face back to the Warren Street team — Phillip Law, CFA, now serving as our Senior Portfolio Manager! With years of experience and a fresh perspective, Phil is stepping into this new role with energy, insight, and a deep commitment to helping our clients succeed.

Safeguarding Your Identity: Essential Tips to Consider

From stolen mail to digital scams, threats to your financial security are everywhere. Our latest blog shares practical strategies to safeguard your personal and financial information in today’s digital world.

Warren Street is Now the Official Sponsor of Pro Pickleball Player Connor Garnett!

After partnering on several fun pickleball events together, Warren Street is now the proud sponsor of pro pickleball player Connor Garnett! From VIP tournament access to chances to learn from a pro, this partnership opens the door to unforgettable client experiences.

I’ve Got a Lump Sum in Cash, Should I Invest It Right Away?

Just received a lump sum? Whether it's a bonus, inheritance, or business sale, deciding how to invest it can be tricky. Should you invest it all at once or spread it out? Check out our latest blog to explore your options and make the best decision for your goals!

Meet the Team: Kristiano Costeniero

We’re thrilled to welcome Kristiano Costeniero as our new Strategic Advisor at Warren Street Wealth Advisors! With his experience and passion for helping clients reach their financial goals, learn more about his journey and how he’ll be supporting our clients. Check out his full story in our latest Meet the Team blog!

Tax Considerations for 2024: What You Need to Know Before Filing

Tax season is around the corner, and it's time to get prepared! Our latest blog covers everything you need to know before you file. Head over to the blog for the full rundown, and let us help you make the most of your tax situation!

Understanding Market Volatility: Points vs. Percentages

Is the media making market moves seem more dramatic than they really are? Our latest blog dives into the difference between points vs. percentage changes in market reporting, and how understanding this can help you stay calm and focused on your long-term financial goals. Check it out to learn more about navigating market volatility with confidence!

Financial Readiness: Preparing Yourself Before Disaster Strikes

Wildfires have recently devastated Southern California, highlighting the importance of being prepared for disasters. In our latest blog, we share key steps to safeguard your financial well-being, from organizing important documents to ensuring you have the right insurance. Discover how proactive planning can help you recover faster in the face of unexpected events.

Key Financial Insights from 2024 and Looking Ahead to 2025

As we approach the end of 2024, it's the perfect time to reflect on the year's financial developments and look ahead to what 2025 may bring. From market fluctuations and interest rate shifts to the rise of AI, there’s much to consider. In our latest blog, we review key economic factors from 2024 and share insights on how these trends might shape the financial landscape in the coming year.

Your 2024 Year-End Planning Guide

As the year wraps up, it’s the perfect time to review your finances, maximize savings, and plan for a strong start to 2025. This guide covers everything from new retirement account rules and tax-smart charitable giving strategies to key deadlines and ways to put your savings to work. Don’t wait—take these actionable steps now to set yourself up for financial success in the new year.

Meet the Team: Ernest Jones, CPA

Big news! We’re excited to welcome Ernest Jones, CPA, to the Warren Street team as our new Director of Tax. With over a decade of experience, Ernest will help us provide more comprehensive and tax-efficient solutions for our clients.

How Will the Election Results Impact Your Financial Future?

Elections can stir up a lot of uncertainty, but what does it really mean for your investments? In our latest blog, we break down how the stock market has historically performed under different administrations—and why your long-term financial goals should stay the priority, no matter the election outcome.

4 Tips for Navigating the Markets During Election Season

Navigating the markets during election season can feel overwhelming, but staying informed and level-headed is key to protecting your financial future. Check out our latest blog where we share four essential tips to help you stay on track, even during times of political uncertainty. Read the full guide and feel free to share it with friends!

How Compound Returns Work: A Guide to Growing Your Money

Ready to unlock the secret to growing your investments? Discover the power of compounding! Our latest blog breaks down how this simple yet powerful tool can help you achieve the financial future you desire. Learn why starting early and using tax-advantaged accounts can make a huge difference.

Equity Compensation: Benefits and Risks You Need to Know

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

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

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?

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

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.
Jennifer La

Meet the Team: Jennifer La

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

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

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!