For clients of Erick Conway, please see CLICK HERE to see important details related to the Strong Valley transition.
Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way

Articles View: Article

May 7, 2024
Getting the Most from Outside Consultants

While your business may benefit from the expertise and insight that an outside consultant can provide, without a focused selection process and procedures in place, it can be a waste of time and money. Here are a few tips for having reasonable and well-defined expectations at the outset.

Read More
April 16, 2024
Navigating Layoff Rumors in the Tech Industry

Facing a layoff in the tech industry can be daunting. It also presents an opportunity for reflection, growth, and reinvention. In order to be better positioned to seize new opportunities, there are ways to approach the situation that focus on resilience, strategic planning, and a proactive mindset.

Read More
April 14, 2024
5 Essential Tips for High School Seniors

You can establish a strong foundation for a financially secure future by developing good financial habits early. Start off the new chapter in your life and the new responsibilities that are coming with these 5 important financial planning skills, which will serve you well for years to come.

Read More
April 6, 2024
Career Advancement vs Job Security

Changing jobs can be a difficult decision, but it can also be a great opportunity for growth and advancement in your career. However, when companies do layoffs, it can be a stressful and uncertain time for employees. Here are some ideas to think about when balancing the Pros and Cons of changing jobs.

Read More
March 28, 2024
Redefining "Yuppie" in Today's Terms

With inclinations towards self-employment, sustainable living, and health conscious choices, emerging young professionals are often driven by evolving societal values and emerging economic landscapes. Here’s a deeper look at how a financial advisor can help craft a path to success that embraces these important values.

Read More
March 28, 2024
A Powerful Tool to Save for College

A 529 plan gives you the opportunity to take advantage of tax benefits, flexible contribution options, and potential investment growth as you save to ensure your child has access to quality education without burdening them with excessive student loans or compromising your own financial stability.

Read More
March 8, 2024
Avoidable Mistakes of the Suddenly Wealthy

The newly wealthy may find themselves in the golden glow of prosperity as well as on a path riddled with pitfalls. In order to turn your fortune into a legacy that lasts, you need to be aware of your choices. Here are some of the most common blunders and ways to sidestep them.

Read More
February 29, 2024
Adapting Your Business to Changing Times

When the economy fluctuates, business owners do their best to access the situation and adapt. Here are six questions that can help you take stock of your business operations, formulate new strategies, and find innovative resources to help improve the efficiency and economy of your business.

Read More
February 16, 2024
Time to Revisit Your New Year's Resolutions

If your New Year’s resolutions contained a desire to get your overall finances in order, you might consider that budgeting should always be the centerpiece of your financial resolutions. Here are some ideas that can help you come up with a plan to succeed with your goals.

Read More
February 6, 2024
Tax Implications from Capital Gains

It’s not just about how much money you make, but how much you keep. Understanding the nuances of capital gain taxes and making informed decisions can help you optimize your financial outcomes. This article explains short-term vs long-term capital gains and offers some strategies to minimize taxes.

Read More
The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
phone-handset