This year has presented us with a number of challenges that continue to have a meaningful impact on our investments. As 2022 comes to a close, what might be in store for financial markets?
Learn more about today's hottest trend in socially responsible investing in our latest webinar: ESG Investing | The Sustainability Opportunity, with Krista Murray, Senior Vice President of CWT, and Isabelle Williams, Investment Strategist at Dimensional Fund Advisors.
The stock market during an election year (especially this year!) can be volatile, but you can be prepared. On Thursday, October 15th, CWT hosted a webinar with John Leonard, CIMA, an Executive
On Thursday, September 17th, California Wealth Transitions hosted a joint Zoom Webinar with Tim Miller, CFP®, CIMA®, who is a Market Leader with BlackRock. Too often, investors make emotional decisions
On Tuesday, August 4th, we talked with Apollo Lupescu, Vice President with Dimensional Fund Advisors about why Buffett recommends retail investors like us to own ETFs and how we can
On Tuesday, June 30th, Blake Murphy, Keith Brandt, and David Brandt from CWT shared techniques to minimize income and estate taxes when dealing with Roth retirement accounts. Why are Roth
On Thursday, May 14th, we got to spend some time with Tucker Grace, Regional Director with Goldman Sachs who updated us on the latest economic and market data, their firm’s
To keep our clients as informed as possible, we are offering an opportunity at 9:00 am PDT on Wednesday the 1st, to listen in on a 30 minute call with
The California Wealth Transitions team attended the 2020 Kestra Ascend Conference in Scottsdale, AZ from February 2nd-5th. With three days of presentations and breakout sessions, we were able to learn
California Wealth Transitions heads to Fleming’s in La Jolla for another installation of our Business Owner Roundtable Event Series. Fleming’s Prime Steakhouse Join us at Fleming’s on Wednesday, February 12th,