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…So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this novel in part as a warning and as an encouragement to his fellow citizens of Great Britain not to …Read More
Ever since Jim’s Succession Letter went out last month announcing that Forrest has become President of Bell Investment Advisors, people have been asking me about my own plans for 2019, as if now …Read More
Over the past two years, the number of homes destroyed by wildfires in California has prompted many homeowners to reconsider their homeowners insurance policies and for good reason. Homeowners …Read More
It seems like, every year, the very day after Labor Day I am ambushed by fall. While I am still holding onto summer, still wearing my white jeans, and still having barbecues, I don’t want to even …Read More
On September 1, 2018, the California State Legislature adjourned without conforming the California State Income Tax to any part of the Republican Federal Tax Law, known as the Tax Cuts & Jobs …Read More
With the S&P 500 fully recovered from the correction earlier this year, and hovering near its all-time high, the current bull market in U.S. large-cap stocks remains one of the longest in …Read More
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More