Commentary and Insights

Commentary Articles: 28

Market Overviews Published Quarterly

"Guinness" - July 2021

Our relationship with you, our clients, is what makes our work so rewarding. We have been there through key family events and have vicariously traveled the world through your adventures. One of our favorite travel stories comes from a couple in San Diego with whom we have
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She’s Free - April 2021

“She’s free”

–NPR; March 29, 2021

With one quarter down, the story for 2021 seems clear and on script. The economy appears to be roaring; GDP growth projections have expanded to 5.5% for the year. ⁽¹⁾ As discussed in our report last quarter, this would be
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Insights Articles: 23

Short Articles About Finance-Related Topics

What is a Roth Conversion and How Will it Benefit Me?

By Katia Stern

What is a Roth IRA?

A Roth IRA is a type of retirement account that allows you to contribute “after-tax” dollars that then grow tax-free and remain
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What Does Retirement Look Like Across States?

By Katia Stern

We are frequently asked what the implications are for moving from one state to another during retirement. While there are many important qualitative factors to consider when
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Take the 529

By Steve Weintraub

Saturday Night Live once produced a popular skit called “The Californians” featuring Bill Hader, Fred Armisen, and Kate McKinnon. It poked fun at all things California, but
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