Following up on last month’s Opportunity Zone discussion, my client ended up selling his home for 1.7 million in San Diego. I discovered that options are...
Money Matters
There’s been a lot of talk about “Opportunity Zones” on the news. But what are they, and how might they apply to you? One of my clients recently informed...
“Should we file our taxes jointly or separately?” This question most frequently comes up after a recent marriage or divorce. Two of my clients, George, and...
“I recently performed a portfolio review for one of our new clients. He and his wife both turn 72 this year, which means they’re required to start taking...
“Not mad knowing that the small retail investors do, in fact, have more power than the institutional investors thought…” remarked Mark Post, Chief Growth...
That small businesses across the country have felt unprecedented pain during the pandemic of 2020 cannot be overstated. Even “essential” businesses like...
The empiriKal partners© advisory team is comprised of specialists in all aspects of financial planning and investment services. I’m Edward Vela, and I was...
Many people fear investing in the stock market because of the ups and downs associated with it. Short-term market volatility is normal, but the long-term is...
Money Matters is a new GEARS Magazine column. Topics appearing in this column will be informative, timely, and selected to address the unique financial...
