Keeping Uncle Sam Out of Your Pocket: Ways to limit your tax liability for 2019
Its that time of year to start finding ways to limit the amount you are going to owe ol’ Uncle Sam. Instead of giving the US Treasury a piece of […]
Investing
Large, Medium and Small: The Goldilocks Way to Invest in Marijuana
It’s hard not to run into someone these days who isn’t dabbling in medical cannabis. There are those busy working parents of young children who just need some time to […]
Invest Your Inheritance Responsibly. A Guide To Investing Your Gift.
You have an Inheritance. Now What? More than $40 trillion will pass between generations by the year 2055 according to the Center on Wealth and Philanthropy (CWP) at Boston College. […]
Top 5 Reasons To Use A Financial Advisor
In today’s world we have access to a plethora of information at our fingertips. With a click of a button we can get answers to any question. What’s that rash […]
Socking Away the Right Amount in your 401k?
Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that beach in Sonoma County or along the San […]
Come On Skechers! CA Mandates Women on Your Board
If half of the world population consists of women, one would think that having this demographic being represented on a company’s board would just be sound business. Right? However, in […]
Inherited IRAs: What to do with Them?
As investors working for companies, one may be entitled to invest into a 401k or 403b plan. Welcome to the club. You are part of about $5.3 trillion in assets […]
Assault Rifles: Mass Shooting Needs Mass Divestment
I have removed gun manufacturers from my portfolio, have you? As the death toll continues to rise from the recent Las Vegas mass shooting, we all should hold our children […]
For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio
ARTICLE BY BILL SWINDELL @ THE PRESS DEMOCRAT | May 21, 2017 Dale Wannen isn’t your typical investment adviser: His goal is to get his clients to see green both […]
5 Tips to be a More Sustainable Investor
As we enter the holiday season, our more cheery and considerate sides most likely start to show (for most of us that is). We start wearing our festive sweaters and […]