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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
Who doesn’t love a vacation? The mere word, which means “planned time spent not working,” along with other descriptors such as “break, breathing space, intermission, recess, recreation, …Read More
On October 8, 2017, a fire began in Calistoga, California, that would kill 43 people and displace 100,000 others. Because of the weather conditions, the fire moved fast. The following morning, I …Read More
In 2017 investors benefited from an unusually non-volatile market with consistent growth, but 2018 has been notably less euphoric. So what changed? In short, tariffs: these economic and political …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