Blog | MontereyPW

Mar 30, 2018

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

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...

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...

Feb 23, 2018

Q: I am changing jobs and I am thinking about rolling my 401k into an IRA. Some people say I should just roll it into my...

Feb 16, 2018

Q : Living in California, I worry about earthquakes. I was going to buy earthquake insurance, but my friends told me it...

Feb 9, 2018

Q: The recent drop in the stock market makes me very nervous. I read that it was caused by a spike in stock market...

May 19, 2017

Q: I’m trying to figure out how much cash I should have in my portfolio. I have been told to have a six-month emergency...

Mar 10, 2017

Question: I am not independently wealthy, but I have enough to be comfortable. My brother has always struggled with...

Feb 17, 2017

Question: My husband and I met recently with our estate-planning attorney who advised us to transfer our assets into our...

Oct 28, 2016

The presidential election is finally upon us and this campaign season has been a doozy. After all the vitriol and...