Blog | MontereyPW

May 18, 2018

Q: Several years ago, I heard about something called socially responsible investing. If I recall correctly, socially res...

May 11, 2018

Women’s issues are getting a lot of well-deserved attention lately, and I’m not just talking about the #MeToo movement....

May 4, 2018

Q: I make enough money to where I am getting tired of paying taxes. Since the so-called tax reform was passed, I have fe...

Apr 27, 2018

Several years ago, I read a fascinating paper by a couple of psychology professors, Ed Diener and Martin Seligman. Their...

Apr 20, 2018

Q: I’ve been working with the same stock broker for the past several years. My performance wasn’t very good last year an...

Apr 13, 2018

Q : Several years ago, my mother purchased a variable universal life insurance policy to help defer estate taxes when sh...

Apr 6, 2018

Over the past two weeks we have looked at the expenses associated with 401k plans and the role of the trustees who overs...

Mar 30, 2018

In recent years, participants in 401k plans have begun to expect more from their plans and their plan trustees. Plan fee...

Mar 23, 2018

Have you ever wondered who is looking after your 401k plan? Who makes sure that your plan is set up properly and that it...

Mar 16, 2018

Ten years ago this week Bear Stearns collapsed, the first major meltdown of the 2008 financial crisis. Other financial t...

Mar 9, 2018

Q: My financial advisor recently suggested that I invest in an index annuity. He says the annuity will give me the stock...

Mar 2, 2018

In 2002, the Royal Swedish Academy of Sciences awarded Daniel Kahneman the Nobel prize in economics. His choice was surp...