Blog | MontereyPW

Jun 20, 2019

In last week’s column I wrote about the SEC’s new regulation for investment advisors and broker-dealers called...

Jun 14, 2019

If your financial advisor works for a broker-dealer, the new regulation passed last week by the Securities and Exchange...

Jun 12, 2019

Managing personal wealth can be a daunting task. The greater your wealth, the more complex the challenge. In addition to...

Jun 3, 2019

Teaching kids how to work hard and save money is challenging for many parents. It certainly was for me. My wife and I...

Jun 3, 2019

If you believe that Congress is trapped in a morass of partisan bickering, take a look at the Setting Every Community Up...

May 17, 2019

Q: I have several IRAs with various brokers and a couple of 401(k) accounts at previous employers. I have been thinking...

May 10, 2019

Over the years Congress has granted tax preferences to many different types of long-term savings accounts. Most of these...

May 3, 2019

The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey...

Apr 26, 2019

Q: I have been investing for years, but I never seem to do as well as my friends. I own high quality mutual funds, but I...

Apr 23, 2019

Sometimes life doesn’t turn out as we expect. A friend of mine lost her job last year after more than twenty years at...

Apr 12, 2019

A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over...

Apr 5, 2019

When IRAs were first created in the early 1970s, most IRA account holders invested in traditional securities like mutual...