Our Blog

4 Percent Rule: 9 Considerations for Retirement Income Planning

May 11, 2017

The 4 Percent Rule is a rule of thumb that does not consider your financial situation, needs, and goals. Read our retirement income planning tips here.

Mapping Out the 4 Stages of Retirement Planning

April 28, 2017

Your retirement journey requires careful planning, budgeting, and review to ensure that you can realize your dreams. Learn about the 4 stages of retirement.

The Art of Roth IRA Conversion

April 17, 2017

Advisor Eric Oh explores the benefits and drawbacks from converting a Traditional IRA to a Roth IRA. Discover if this tax option is right for you.

The 3 Steps to Rebalancing Your Portfolio

March 31, 2017

Past investment performance should not indicate future performance. Discover how rebalancing your portfolio can lower your investment risks.

3 Effective Tax Strategies for Investors

March 16, 2017

Don’t overlook the tax implications of your investments. Read here to discover 3 effective tax strategies to help maximize your tax savings.

8 Birthdays that Can Impact Your Tax Returns

February 19, 2017

If you are age 50 or older, you may see a change in your tax returns. Discover the 8 tax birthdays that can impact your contributions or distributions.

Proactive Financial Management: Why Does It Matter?

January 17, 2017

Preventing issues before they arise can help with your financial well-being. Learn why you should start proactively planning in your financial life today!

Investor Behavioral Bias and Focusing on the Short-Term

November 16, 2016

Behavioral bias can impair an investor’s decision making in providing rational and consistent financial advice. Read more about overcoming behavioral bias.

Annuity Taxation: Why Annuities Are Bad for Taxes

November 5, 2016

Are you confident that your tax preparer is providing you with tax projections that are right for you and your family? Read why annuities are bad for taxes.

Tax Management Tip: Don’t Ignore Capital Gain Distributions

October 24, 2016

Capital gain distributions are making a comeback, but not all investment managers are prepared for its return come tax season. Read more here.

Asset Allocation vs. Asset Location

August 14, 2016

Asset allocation has been the cornerstone of portfolio management. However, asset location is as important if not more tax efficient. Read to learn more.

Fiduciary Standard vs. Suitability Standard

November 15, 2015

Advisor Eric Oh explains the difference between a fiduciary standard and suitability standard, and why we strive to operate under the highest standard.

This content is provided for educational purposes only. Commentary should not be regarded as a complete analysis of the subjects discussed and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. The information presented does not involve the rendering of personalized investment advice and should not be viewed as an offer to buy or sell any securities. Information is derived from sources deemed to be reliable and is provided in general and should not be construed as legal advice. Always consult an attorney regarding your specific situation. Tax rules and regulations are subject to change.

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