Credit Card Snowball Strategy

Will Uncertainty Attract a Bear Market?

How do Stimulus, Containers and Workers Impact Investors?

Five reasons NOT to contribute to your 401k plan.

Section 529 Plan Myths

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Thursday, May 26, 2022 @ 4:00 Pacific

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Hero of Main St – VLog

What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero…

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Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…

Section 529 Plan Myths

Click to RSVP for the event on
Thursday, May 26, 2022 @ 4:00 Pacific

RSVP here

Hero of Main St – VLog

What’s in a name? Mine is simple, one syllable, “Ralph”. It supposedly means wolf or hero…

Contact Us

Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email…

Recent Posts

Credit Card Snowball Strategy

If you want to have extra money, let’s get those cards paid off. At 18% interest, carrying a balance costs you $15.00 per month for every $1,000 you owe. But some of those cards charge 24%, or $20 per month per $1,000.

Team Highlight: Mona Hurtado

We are excited to announce that Mona Hurtado, passed the difficult securities exams and is now an LPL Registered Administrative Assistant!

Will Uncertainty Attract a Bear Market?

Stock prices are down. Gas and Food prices are up. There’s a war in eastern Europe. The FED is raising rates. Another pandemic outbreak locks down much of China.