News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Retirement Planning
7 Ways To Boost Social Security Benefits
There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take Social Security retirement benefits. Some SS strategies may boost your monthly benefit amount, helping you get the most from your SS benefits.
May 2, 2023
Education
10 Games to Teach Kids Financial Literacy
When is the last time you played Monopoly? Financial literacy activities may help prepare children for financial confidence in adulthood and help parents and children feel more comfortable talking about money. Teaching children about money and financial literacy using games can make learning fun. Here, we outline ten financial literacy games for kids of various ages.
May 1, 2023
Video
KSL April 2023 Interview
KSL’s Maria Shilaos interviews Jeff Junior about the recent stock market volatility and annuities.
April 19, 2023
Estate Planning
The In-N-Out Burger Story – Proving the Power of Planning – Part II
This is the second of a two-part series on succession planning lessons we can learn from the In-N-Out Burger story. The Power of Legacy Planning In 1989, Esther Snyder established
April 17, 2023
Investing
ESG Investing: Fact and Fiction
Making investment decisions by focusing on issues beyond balance sheets, income statements, and other measurable metrics has become a major issue in the finance world. ESG (Environmental, Social, and Governance) is the movement aimed at incorporating other factors into the investment decision process. But does it work?
April 14, 2023
Investing
Charles Schwab And Bank Runs
Recent turmoil in the banking industry, including the failure of Silicon Valley Bank, has put a spotlight on Charles Schwab’s unrealized securities losses. However, Schwab’s deposits are much stickier and more diversified than those at SVB. Asset gathering and higher net interest margins should help offset headwinds from “cash sorting.”
April 12, 2023
