Blog | MontereyPW

Aug 14, 2015

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

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...

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...

Apr 15, 2015

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

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...

Mar 20, 2015

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

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...

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...

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...