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 →
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.
Read More →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.
Read More →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.
Read More →Op/ed: How the right amount of happiness can literally enrich your life
Does happiness buy money?
Read More →Santa Barbara firm set to launch new ETF fund
Santa Barbara-based Peritus Asset Management launches the first actively managed, high-yield ETF in the country on Dec. 3.
Read More →
Sponsored content:
2015-2016 Giving Guide
