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Yellow caution road sign against cloudy blue sky with text FED RATE CUTS AHEAD

Navigating the Recent Federal Reserve Rate Cut: Implications and Reassurances

The Federal Reserve's recent decision to cut interest rates by 50 basis points has sent ripples through financial markets. While this move is intended to stimulate economic growth, it may also have implications for various aspects of your financial life.
September 24, 2024
Foster Love Welcomes California Wealth Transitions Brea Office Team

Foster Love Volunteer Event | Brea Office

The Brea office recently volunteered to help build STEM and Birthday Kits at Foster Love, a non-profit that strives to make the foster care experience better for the 430,000 children nationwide going through it.
September 19, 2024
Investing and Politics | Does Who Wins Matter to the Market?

Investing and Politics | Does Who Wins Matter to the Market?

It has been conventional wisdom over the years that Republicans are better for the stock market than Democrats, but like a lot of conventional market wisdom, it isn’t always accurate.
August 1, 2024
Top 5 Estate Planning Tips | California Wealth Transitions Blog

Top 5 Estate Planning Tips

This session of Planning with Purpose features Dillon Hakes speaking with Katie Balatbat, Esq and CPA at Witham, Mahoney & Abbott, LLP about key considerations when doing estate planning.
June 28, 2024
The Evolving Relationship Between Stocks and Bonds

The Evolving Relationship Between Stocks and Bonds

For most of the past quarter-century, stocks and bonds have moved in opposite directions. This movement created what’s called a negative correlation between these two asset classes.
May 21, 2024
Financial Wedding Tips for a Memorable “I Do”

Financial Wedding Tips for a Memorable “I Do”

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event.
May 21, 2024
CWT Newsletter Q1 2024 - image of a sunset on the beach with 2024 drawn in the sand

CWT Newsletter Q1 2024

A lot has been happening with the team members at California Wealth Transitions and we thought it would be a good time to update you on all that's been changing with our firm over the past year!
May 2, 2024
Market Update April 2024 | California Wealth Transitions Blog

Market Update – April 2024

Dillon Hakes & Guy Kosov discuss the strength in equity markets, recent economic news, geopolitical risks, and the upcoming earnings season.
April 17, 2024
Investing in a Presidential Election Year – Clients and Prospects

Investing in a Presidential Election Year

As the presidential race heats up, there is a common question on investors’ minds: “How might the looming White House vote impact the markets?”
March 7, 2024
SECURE ACT 2.0 | Special Needs Trust

Secure Act 2.0 | Special Needs Trusts

The SECURE Act was hailed as the most substantial retirement legislation passed in over a decade. It contained important changes to Individual Retirement Accounts (IRAs) and other qualified accounts intended to help investors save more and be better prepared for the future.1 The passage of the SECURE Act in 2019
March 1, 2024
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