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Tag: financial advisor in san diego

Current Market Dynamics
September 12, 2020in Investments0by Client First Capital
355

Current Market Dynamics

This week’s key takeaways: The current market dynamics shows several similarities to the tech bubble of 2000Our strategy is to remain defensiveIt’s time to start thinking about end-of-year tax planning…

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Understanding Medicare Part A and Part B
August 29, 2020in Risk Planning0by Client First Capital
385

Understanding Medicare Part A and Part B

This week’s key takeaways: What does Medicare Part A cover?What does Medicare Part B cover?How does Medicare Assignment work?Understanding IRMAA Navigating Medicare is a cause of frustration for many retirees.…

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Impact Multiple Generations with a Tax-Efficient Education Fund Strategy
August 15, 2020in Family Wealth Planning, Taxes0by Client First Capital
432

Impact Multiple Generations with a Tax-Efficient Education Fund Strategy

This week’s key takeaways: How investing in education can help build and protect family wealth529 Plan Advantages529 Plan Pitfalls  Two weeks ago, I wrote about the changing landscape of education…

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Market Outlook: Still a Bumpy Ride
August 1, 2020in Estate Planning, Investments, Taxes0by Client First Capital
374

Market Outlook: Still a Bumpy Ride

Key takeaways: Reduced likelihood of another shutdownLiquidity from central banks is propping up the marketsGrowth continues to decrease as inflation ticks upProactively plan around taxes Normally we wash our cars…

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The Changing Landscape of Education
July 18, 2020in Taxes0by Client First Capital
475

The Changing Landscape of Education

Key takeaways: Covid-19 is stress testing in our education systemAn increasing government deficit seems to signal increased taxesThe importance of understanding expenses I’m sure a lot of us are wondering…

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July 4, 2020in Family Wealth Planning, Investments0by Client First Capital
436

Investment Themes

Key takeaways from this newsletter: Pensions are borrowing money to prop up returns Slowing growth and the potential for inflation Congress will need to work on another round of stimulus…

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