Opinion: Take steps to minimize the financial fallout of a divorce
By Kimberly Malesky A divorce doesn’t have to be contentious, and most couples don’t have to go to court to settle. There is more than one way to navigate the process, and the easiest — and least expensive — is the “kitchen table divorce,” where couples work through the divorce themselves, or they can choose Read More →
Opinion: What is a financial advisor?
By Joe Weiland I had lunch today with a younger acquaintance of mine. Let’s call him Jim. I have known Jim for a number of years, and he has always impressed me with his business acumen. At a young age, he has managed to put together a sizable, yet a bit illiquid, net worth. He Read More →
Opinion: Poor communication has many financial clients playing darts in the dark
By John Grace Does this sound familiar to you? • 71% of people are worried about the rising costs of healthcare. • 67% worry about rising costs of living. • 66% are afraid market downturns will affect their savings. • Only 1/3 have broached the subject with their advisor. These are the findings of The Read More →
Personal finance really family finance
Personal finance has always been a family affair that involves the interests of children, parents and other relatives. Currently, many trends exacerbate situations where relatives’ assistance is needed, which makes family situations increasingly challenging and difficult to plan for. First, expanded life expectancy brings expanded financial challenges. A longer life does not only imply greater Read More →
East Coast in focus as Somera Capital reaches $2B mark
With a core portfolio of assets from Palo Alto to Los Angeles, the company has started fishing for deals in the Seattle market and putting even more focus on East Coast markets from Washington, D.C. to Savannah, Georgia.
Op/ed: How to protect a loved one from financial fraud and elder abuse
Baby boomers increasingly are facing the difficult task of protecting aging parents from financial fraud, scams and undue influence.
Op/ed: Tax deadlines can help you reach your financial goals
With this year’s tax season behind us, it is now time to take the next steps to maintain personal finances in good order.
