Commentary and Insights

Commentary Articles: 26

Market Overviews Published Quarterly

When Elephants Fly – January 2021

“Well I seen a horse fly I seen a dragon fly
I seen a house fly
But I’ve been, done, seen about everything
When I see a elephant fly”
—Dumbo; Disney Studios; 1941

As of today, Covid-19 has infected 87 million individuals. ⁽¹⁾ The U.S., with 4.2% of the
… Read More
(Hu)man vs. Nature - October 2020

“A man can be destroyed, but not defeated."
—The Old Man and the Sea; Ernest Hemingway; 1952

Man, versus man, nature, society, or self. ¹ These represent the classic points of conflict in literature. The Old Man and the Sea, perhaps the greatest example of man against nature, tells
… Read More

1

Insights Articles: 18

Short Articles About Finance-Related Topics

Life Insurance: Outsourcing of Risk

By Steve Weintraub

If there was ever a poster child for self-insuring, it would be Warren Buffett. He is worth roughly $82 billion, has no dependent relatives, has total liquidity
… Read More
Leaving an IRA to a Charitable Remainder Unitrust

By Jack Rabuck

Have our cake and eat it

Most of us want to leave as much as possible to our heirs, and for many of us, that includes charity.
… Read More
What is AMT

By Joe Ferreira and Sam Marshall, CPA

Alternative Minimum Tax (AMT): How Did We Get Here?

In 1969 there was a tremendous amount of uproar about 155 people who earned
… Read More

1

SANTA BARBARA LOS ANGELES SAN DIEGO SAN FRANCISCO SAN LUIS OBISPO

805-962-9131 info@wcfinc.com © West Coast Financial. All Rights Reserved.