


Six 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.

Charitable 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.

Could 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.

5 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.

Bitcoin 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.

Estate 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.

How 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.

What’s Up With That Inflationary Altitude?
We’re officially 16 months into the pandemic. You’re vaccinated…

March 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.

Recovery 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.”

DIY 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.

Is 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.

PPP 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.

Year-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.

How 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.

What 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.

Will 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.

Fiscal & Monetary Policy – How Long Can They Stay Heroes?
Fiscal & Monetary Policy – How Long Can They Stay Heroes?
COVID-19…


Gold Rush of 2020
In 1848, thousands of people grabbed their shovels and crossed…

Eight “Best/Worst” Wealth Strategies During the Coronavirus
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.

PPP Flex Act
There was some good news for our small business owners as the…

Update: Relief Is On The Way: A CARES Act Overview
This is a follow up to our first piece https://warrenstreetwealth.com/relief-is-on-the-way-a-cares-act-overview/…

Relief Is On The Way: A CARES Act Overview
Last Friday, in response to the COVID-19 pandemic, President…

Coronavirus: Here’s a Portfolio Treatment Plan
Wow! Our last published piece on the blog was “2019: A Year…

2019: A Year for the Record Books
Key Takeaways
2019 turned out to be one of the best years…

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