https://warrenstreetwealth.com/wp-content/uploads/2022/04/Blog-Thumbnail.png 1080 1080 Kirsten C. Cadden, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Kirsten C. Cadden, CFP®2022-04-21 08:00:002022-04-20 21:11:43Perks of a California Retirement
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!
https://warrenstreetwealth.com/wp-content/uploads/2022/04/Blog-Thumbnail-1.png 1080 1080 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2022-04-06 08:30:002022-06-30 11:07:53Part 3: A Lookback at Q1 and Portfolio Impact
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?
https://warrenstreetwealth.com/wp-content/uploads/2022/04/Stock-Investment-Instagram-Post.png 1080 1080 Len Hanson https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Len Hanson2022-04-05 08:00:002022-06-30 11:06:54Should I Sell My Chevron Stock?
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
https://warrenstreetwealth.com/wp-content/uploads/2022/03/Social-Graphics-1.png 1080 1080 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2022-03-25 09:00:002022-12-08 09:13:49Part 2: Assessing War and the State of the Global Economy
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?
https://warrenstreetwealth.com/wp-content/uploads/2022/03/Blog-Thumbnail.png 1080 1080 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2022-03-17 09:00:002022-06-30 11:08:28Part 1: We Will Prevail
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.
https://warrenstreetwealth.com/wp-content/uploads/2022/03/Medical-Insurance-Checklist-1.png 1080 1080 Emily Balmages, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Emily Balmages, CFP®2022-03-16 08:00:002022-06-30 11:08:355 Early Retirement Health insurance Options Before Medicare
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.
https://warrenstreetwealth.com/wp-content/uploads/2022/02/Blog-Thumbnail-2.png 1080 1080 Kirsten C. Cadden, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Kirsten C. Cadden, CFP®2022-03-10 08:30:002022-06-30 11:04:41Healing What Hurts: The Essential Role of a Financial Therapist
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.
https://warrenstreetwealth.com/wp-content/uploads/2022/02/Blog-Thumbnail-1.png 1080 1080 Justin D. Rucci, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Justin D. Rucci, CFP®2022-02-24 08:30:002022-06-30 11:03:115 Options for Last Minute 2021 Tax Moves
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.
https://warrenstreetwealth.com/wp-content/uploads/2022/02/Blog-Thumbnail.png 1080 1080 Blake Street https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Blake Street2022-02-15 08:00:002022-07-05 13:12:15What Is Custom Indexing, and Is It Right for Me?
Prefer to own stocks over ETFs and find new opportunities for tax savings? Now you can, thanks to our new custom indexing tool. Custom indexing works very well for certain clients, but it all depends on your account type, tax circumstances, and goals. Get the full story here to figure out if custom indexing might be right for you!
https://warrenstreetwealth.com/wp-content/uploads/2022/01/Blog-Thumbnail-2.png 1080 1080 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2022-01-28 08:00:002022-01-28 00:00:53Fighter Planes and Market Turmoil
Looking at the S&P 500’s largest annual intra-year drawdowns dating back to 1950, the index’s current downtrend in 2022 is really put into perspective. We’ve been spoiled with last year’s bull market, so should we be worried about this recent volatility?
https://warrenstreetwealth.com/wp-content/uploads/2021/12/Blog-Thumbnail.png 1080 1080 Cary Facer https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Cary Facer2021-12-16 08:30:002021-12-29 16:35:55Six Financial Best Practices for Year-End 2021
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books.
https://warrenstreetwealth.com/wp-content/uploads/2021/11/Untitled-design-1.png 1080 1080 Kirsten C. Cadden, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Kirsten C. Cadden, CFP®2021-12-01 08:00:002021-11-29 20:05:20Charitable Giving
The end of the year is quickly approaching, which may prompt a review of any final tax planning strategies to employ before December 31. The fall and winter holiday season also turns our minds to gratitude and giving. Perhaps surprisingly, these year-end considerations are not mutually exclusive.
https://warrenstreetwealth.com/wp-content/uploads/2021/11/Blog-Thumbnail.png 1080 1080 Len Hanson https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Len Hanson2021-11-29 09:00:002021-11-29 17:00:01Could I Retire Early from Chevron?
As a financial planner whose client base is largely made up of Chevron employees and retirees, I can’t tell you how many times I’ve gotten questions about early retirement in the last year. It seems people are enjoying the freedom of working remotely and are interested in at least exploring — if not executing on — their early retirement options.
https://warrenstreetwealth.com/wp-content/uploads/2021/11/5-Bare-Thumbnail-1.png 1080 1080 Cary Facer https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Cary Facer2021-11-16 09:00:242021-11-16 16:05:015 Bare Essentials to Consider When Retiring from SCE
Retirement can seem like the most exciting thing in the world — and the most overwhelming. On one hand, you finally get to spend your time on your terms. Maybe that’s traveling the world. Maybe it’s spending more time with your grandkids. Or maybe it’s just spending quiet evenings at home.
https://warrenstreetwealth.com/wp-content/uploads/2021/11/Untitled-design.png 1080 1080 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2021-11-03 10:00:092021-11-17 21:17:04Bitcoin ETFs: Don’t Forget to Look Under The Hood
Some people hail Bitcoin as the greatest thing since sliced bread, while others consider it one’s worst enemy. Whether your conviction supports or berates the world’s most infamous cryptocurrency, it doesn’t change the fact that buzz around the crypto-space - inclusive of altcoins, blockchain, and decentralized finance - is rapidly growing.
https://warrenstreetwealth.com/wp-content/uploads/2021/08/checklist.jpg 533 800 Emily Balmages, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Emily Balmages, CFP®2021-08-24 20:06:212021-08-26 17:29:14Estate Planning: A Checklist of Essentials
As school starts again and we are getting back to our routines, this may also be a good time to review the following list of estate planning essentials. This is a good checklist to scroll through at least once a year and upon any significant life changes.
https://warrenstreetwealth.com/wp-content/uploads/2021/08/chevron-1.jpg 700 1050 Len Hanson https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Len Hanson2021-08-13 03:57:272021-12-29 16:36:49How Interest Rates Impact Your Chevron Pension
Rising interest rates have been a hot topic in the financial press, and many of my clients are wondering what the impact will be on their Chevron pension — specifically, their lump sum.
https://warrenstreetwealth.com/wp-content/uploads/2021/07/Airliner.jpg 700 1050 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2021-07-21 23:13:442021-11-02 23:05:21What’s Up With That Inflationary Altitude?
We’re officially 16 months into the pandemic. You’re vaccinated…
https://warrenstreetwealth.com/wp-content/uploads/2021/03/clay-banks-TuVChJ1P0IY-unsplash-scaled.jpg 2560 2048 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2021-03-25 17:17:052021-03-25 17:33:06March Market Madness
During this time last year, the NCAA canceled March Madness. With college basketball off the table, we were given a different type of madness: Market Madness. The S&P 500 drew down a total of 34% from peak to trough as COVID-19 wreaked havoc across global markets. This week marked the one year anniversary of that drawdown’s market bottom.
https://warrenstreetwealth.com/wp-content/uploads/2021/03/blogging-guide-xYaMK5p3vCA-unsplash-scaled.jpg 1707 2560 Emily Balmages, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Emily Balmages, CFP®2021-03-16 21:29:052021-03-17 04:45:34Recovery Rebate Stimulus Payment
The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.”
https://warrenstreetwealth.com/wp-content/uploads/2021/03/WSJ.jpg 853 1280 Veronica Cabral https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Veronica Cabral2021-03-02 19:01:352021-03-04 20:47:57DIY Credit Repair
If you've struggled with credit, it can be tempting to look for a quick fix or fall victim to a scam that will end up making you spend more money. You can work on repairing your credit yourself, and you should.
https://warrenstreetwealth.com/wp-content/uploads/2021/01/milan-csizmadia-d0V_DQO_xUM-unsplash-scaled.jpg 2560 2048 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2021-01-29 22:15:402021-01-30 00:36:33Is Tesla Flying Too Close to the Sun?
Learn about the TSLA inclusion to the S&P 500, a brief history lesson, and potential volatility and hidden problems that may be dangerous.
https://warrenstreetwealth.com/wp-content/uploads/2021/01/vitaly-taranov-OCrPJce6GPk-unsplash-scaled.jpg 1707 2560 Emily Balmages, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Emily Balmages, CFP®2021-01-26 02:17:272021-01-28 00:05:55PPP Reboot – More Small Business Relief
Last week, the SBA reopened the Paycheck Protection Program (PPP) and will begin accepting applications for “Second Draw” forgivable PPP loans. Here is a summary of the eligibility rules for Second Draw loans.
https://warrenstreetwealth.com/wp-content/uploads/2020/12/stil-ck0i9Dnjtj0-unsplash-scaled.jpg 2560 1696 Emily Balmages, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Emily Balmages, CFP®2020-12-16 21:22:592020-12-17 21:09:04Year-End Planning Checklist
2020 has been a strange year for all of us, and although some financial planning deadlines have been modified due to the CARES Act, most 12/31 deadlines remain in place. Below are items we are considering as we wrap up the year with our clients.
https://warrenstreetwealth.com/wp-content/uploads/2020/12/clay-banks-b5S4FrJb7yQ-unsplash-scaled.jpg 2560 1708 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2020-12-11 20:55:222020-12-11 21:30:18How Will Emerging Markets “Emerge” From 2020?
EM investments invest in the securities of a less developed country with improving economic conditions and increased involvement with the global economy.
https://warrenstreetwealth.com/wp-content/uploads/2020/12/the-new-york-public-library-w8uU35aGU6A-unsplash-scaled.jpg 2560 2463 Justin D. Rucci, CFP® https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Justin D. Rucci, CFP®2020-12-11 20:08:392020-12-11 20:56:18What to Expect For Expense Deductions if You’ve Taken a Paycheck Protection Program Loan
With the dawn of the new Paycheck Protection Program, many small businesses have questions about tax deductions.
https://warrenstreetwealth.com/wp-content/uploads/2020/10/element5-digital-2i7Dn2uMEQE-unsplash-scaled.jpg 2560 1709 Blake Street https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Blake Street2020-10-02 11:16:002020-10-02 18:16:36Will Your Vote Move the Market?
Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.
https://warrenstreetwealth.com/wp-content/uploads/2020/09/actionvance-n-2_KHgeAy0-unsplash-scaled.jpg 1707 2560 Phillip Law https://warrenstreetwealth.com/wp-content/uploads/2015/05/color.svg Phillip Law2020-09-15 22:13:112020-09-16 15:37:31Fiscal & Monetary Policy – How Long Can They Stay Heroes?
Fiscal & Monetary Policy – How Long Can They Stay Heroes? COVID-19…
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