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Sunday, March 1, 2026

March is Women's History Month—a time to honor the trailblazing women who have paved the way for modern financial freedom. Unlike in the past, today, many women are embracing the power to build, manage, and grow wealth.

Wednesday, August 7, 2024

One of my favorite physical activities is kayaking around Naples Island in Alamitos Bay. I grab a cup of coffee, arrive early to find a decent parking spot, and enjoy the salty smell of the brisk morning beach. When the rental office...

Wednesday, July 10, 2024

Hello Friends and Family! Welcome to Summer 2024. July is my birthday month (July 3rd to be exact), and it is the season to relax and enjoy the sun. What goes with the sun? Umbrellas, of course! To keep the sun off bald heads and to...

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

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Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Wednesday, March 1, 2023

                                                Who remembers when Star Wars first came out? My dad took my...

Wednesday, February 1, 2023

Hey guys!For any Economics nerds out there, like me (Ed) in the table below are dates that the Federal Open Market Committee (FOMC (FED)) are scheduled to meet. Let's keep our fingers crossed that the FED does the right thing for us...

Wednesday, January 4, 2023

The financial markets are complex systems. They can move from one event to the next so quickly that it's hard to know what’s driving prices.For example, look at the roundtrip oil prices in the chart below.Oil prices surged to...

Thursday, November 24, 2022

Happy Thanksgiving 2022 to all!

Monday, October 31, 2022

Check this out.  New stuff.  It's good.  Read it.... EdThe Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these...

Monday, August 29, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...

Monday, July 25, 2022

Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.I remember going to the La Mirada 4 Theatres (Near Noah's Arcade) in the La Mirada Mall to watch this movie...

Wednesday, June 22, 2022

What an “interesting” week. In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a percentage point.Investors initially...

Friday, November 5, 2021

Hello and welcome to another edition of Ed’s Monthly Letter. I do apologize for the tardiness of this month’s letter. Just before my father passed on, he asked “Watch after your mother until I get back”. So,...

Wednesday, October 6, 2021

September has been a fun month of education. Years ago, dad taught me to service tools before embarking on a project. A good story is the lawnmower lesson, where we (me) mowed half the yard first. Next, dad showed me how to take the...

Tuesday, August 31, 2021

This is the first of monthly updates.These start from an unforeseen event that happen on June 27, 2021. I capsized/flipped in a kayak out on Alamitos Bay in Long Beach. My strength in the 2005 LA Triathlon was swimming, so I was in no...