Blog | MontereyPW

May 20, 2015

Question: I have a custodial account for my daughter. She is currently a junior in high school and plans to go to colleg...

Apr 15, 2015

Gary Alt, co-founder and financial advisor at Monterey Private Wealth in Pleasanton, CA recently had an article publishe...

Apr 10, 2015

Question: My wife and I are both over 65 and use Medicare for our health insurance. Our premiums of $104.90 each per mon...

Mar 20, 2015

Gary Alt, co-founder and financial advisor at Monterey Private Wealth in Pleasanton, CA, recently had an article publish...

Mar 20, 2015

Question: What’s with all the recent gyrations in the stock market? It seems to move up and down a lot lately. I am a lo...

Mar 13, 2015

Question: When my husband died I became the owner of his two IRA accounts. They are now in my name and I take the requir...

Feb 20, 2015

Question: My only brother was killed in an accident last year. He left me $250,000 in his will. I plan to use $50,000 on...

Feb 13, 2015

Question: The S&P 500 stock market index, which is reported daily and prominently on financial websites, TV and radio, a...

Feb 2, 2015

Gary Alt, co-founder and financial advisor at Monterey Private Wealth in Pleasanton, CA, was quoted in a USA Today artic...

Jan 30, 2015

Question: My father left me his house in Pebble Beach when he died. He paid $60,000 for it back in 1970. His attorney ha...

Jan 16, 2015

Question: I have two IRAs, a contributory IRA worth $100,000 and a rollover IRA from a former employer’s 401k plan, also...

Jan 1, 2015

Happy New Year! It’s always a good idea to start off the year with a few important financial resolutions and pay particu...