Blog | MontereyPW

Jun 1, 2018

Since tax reform was enacted on December 22, the IRS has been hard at work trying to figure out how to implement the law...

May 30, 2018

According to the Investment Company Institute, total assets in individual retirement accounts (IRAs) crossed the $9...

May 18, 2018

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

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...

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...

Apr 13, 2018

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

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...

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...