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Your investment advisor might be getting difficult. Here’s why.

Ken Perine

New government regulations may mean your advisor has to say “No”. Back in July, the Department of Labor passed new regulations that will require investment advisors to only make recommendations that are in their client’s best interests on investments held in 401k and IRA accounts. The new regulations will start to be enforced in April […]

Filed Under: Articles Tagged With: Investments

Time to Review Your Situation?

Ken Perine

The dog days of summer can be a great time to step back and consider the big picture. 2016 is half over and for many people, now would be a good time to step back and review your financial situation. Are there any opportunities you should be taking advantage of? Are there steps you should […]

Filed Under: Articles Tagged With: Business planning, financial planning, Investments, Tax Planning

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Santa Rosa, CA 95405

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