Scammers are getting more savvy and increasingly personal. They may pose as investment professionals, leaders of trusted financial institutions, and even Schwab employees, all to gain your confidence and trust. With vigilance and a few tips on imposter tactics and techniques, you can recognize these fraudsters and steer clear of their traps.
Artificial Intelligence, Financial Planning, and the Next Economic Shift
Technology Has Always Changed the World
Over the decades — and centuries — transformative technologies have disrupted industries, displaced workers, and reshaped the global economy. Each time, the adjustment felt significant. And each time, humanity adapted. In fact, living standards improved and more people were employed.
5 Estate Planning Resolutions for the New Year
I’m Successor Trustee — Now What? Your First 90 Days After A Death
Being named as a successor trustee carries serious responsibilities under California law. If you find yourself in this role, here’s a roadmap through your first 90 days, with key steps and pitfalls to avoid. This is written by an experienced attorney specialising in estate planning law in California and other states.
Does Gold Hedge Economic Downturns?
Managing Dividend Income to Improve Your Tax Health
Sometimes it Helps to Pay Less Attention
Q3 2025 Market & Portfolio Results & Commentary
California Set to Reinstate Medi-Cal Asset Test in 2026
Trustee Trouble in Paradise: What Jimmy Buffett’s Estate Dispute Teaches About Fiduciary Duty
When iconic singer and entrepreneur Jimmy Buffett passed away in 2023, he left behind more than just tropical tunes and a laid-back legacy, he left behind a $275 million estate now at the center of a legal storm. The dispute pits his widow, Jane Buffett, against Richard Mozenter, his longtime financial advisor and co-trustee of the Marital Trust established for Jane’s benefit.
Are Nvidia's Earnings Big Enough For You?
Avoiding California Probate: Why a Revocable Living Trust is Essential
Stretching Out and Protecting Your Retirement Accounts for Your Children with a Retirement Protector Trust™
Key Tax Provisions of the OBBB (One Big Beautiful Bill)
In a move to preserve key elements of the 2017 Tax Cuts and Jobs Act (TCJA), as well as introduce new tax policies, lawmakers passed a new piece of legislation: the One Big Beautiful Bill Act, which was signed into law by President Trump on Friday, July 4, 2025.
Provisions of the bill either permanently or temporarily extend aspects of the tax code which affect individuals, businesses, and estates. This brings numerous financial planning implications and opportunities.