facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause


Same Side of the Table


Join the Newsletter

Strategic Roth Conversions  Thumbnail

Strategic Roth Conversions

The recently enacted Tax Cuts and Jobs Act slashed individual tax rates, accordingly Roth conversions just went on sale but the tax bargain may not last forever. The primary advantage of converting a traditional IRA to a Roth IRA is the funds will not be subject to income tax upon withdrawal if certain rules are followed.

Market Volatility Thumbnail

Market Volatility

While market volatility can be nerve-racking for investors, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful. By adhering to a well-thought-out investment plan, ideally agreed upon in advance of periods of volatility, investors may be better able to remain calm during periods of short-term uncertainty.

LA Tech Job Fair on 3/8/18 - Free Tickets Thumbnail

LA Tech Job Fair on 3/8/18 - Free Tickets

If you are looking for a job in Tech (engineering, product, marketing, design, sales, finance, operations) this is a MUST ATTEND event. And even if you're not looking for a new job, this is an amazing opportunity to meet and network with all of the top LA tech companies, VCs/CEOs, City/Civic leaders, and the LA tech community at large.