Insights & Tips

2017 may be the year a fiduciary standard finally takes center stage in the personal financial advice profession. The Department of Labor’s (DOL) Fiduciary Duty Rule, scheduled to be implemented on June 9th, expands the “Investment Advice Fiduciary” definition underREAD MORE

Services such as VRBO.com, AirBNB, and HomeAway have made it easier to turn a home into a rental property, and the homeowner into a landlord. But how can you assure your rental property is insured against damage? If you’re amongREAD MORE

With life changing events come new financial considerations and responsibilities, as well as a multitude of questions. Whether through a divorce, the death of a spouse, inheritance or other life changing event, it’s important to have peace of mind in your decisions,READ MORE

This is probably not going to sound all that romantic. I will even admit that my Valentine’s suggestion probably is a lot more practical than most people would normally consider. There’s no jewelry involved, though a box of See’s candiesREAD MORE

On a recent weekend, some friends and I were walking our dogs in Mission Hills. A loose pit bull approached our group, charged and bit my dog. We chased it away and called animal control. Thankfully, my dog wasn’t seriouslyREAD MORE