Women and wealth panel
For our August Women & Wealth panel, we asked our experts to weigh in on longevity planning and some of the non-financial considerations for retirement. Our Q&A was conducted via email in mid-August and the responses were lightly edited. Our panelists are: Austyn Shepherd Abbas, senior vice president and private client manager at Bank of America, Nicole Read More →
Robert East joins Merrill Lynch to lead Central Coast ops
Merrill Lynch has named Robert East as its senior market executive for the Valley Coast market, according to an Aug. 8 press release. East leads a team of 105 financial advisors across seven wealth management offices from San Luis Obispo south to Encino. He oversees approximately $26 billion in assets under management for local Merrill Read More →
Guest commentary: They take more than they give? The tax data tells a more complicated story
By John Grace The debate over undocumented immigration usually begins with what it costs taxpayers. But what if the conversation also included what undocumented immigrants contribute? According to the Institute on Taxation and Economic Policy, undocumented immigrants paid an estimated $96.7 billion in federal, state and local taxes in 2022. Of that, $37.3 billion went Read More →
Portfolio watch
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Vital signs: Entrepreneurship keeps hitting all-time highs across the U.S.
Registered Agents, the nation’s largest business formation service provider, released its July 2026 New Business Formation Report, revealing that the record-setting pace of American entrepreneurship continued into the second half of the year. A total of 553,918 new businesses were formed nationwide in July, making it the strongest July on record, according to the release. Read More →
VCCU takes a multi-pronged approach to financial education
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Street smarts: Cottage’s latest hire expands access to specialized breast care
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