Blog | MontereyPW

Aug 14, 2015

Question: The White House budget targets “backdoor” Roth IRA contributions. This is a strategy that supposedly allows ta...

Jul 13, 2015

Returns on most asset classes were underwhelming in the 2nd quarter. The biggest loser, real estate investment trusts (...

Jul 10, 2015

Question: Last week I finally succumbed to my fears of the market and moved all my 401K investments to a money market fu...

Jun 5, 2015

Question: Our attorney drafted a living trust for my husband and I in 1997 and all our assets are in the trust. When one...

May 29, 2015

Question: My mother is 85 years old and owns a portfolio of blue-chip stocks worth over $2 million. They were purchased...

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...