Our Commentary

How to Avoid Overspending this Holiday Season
Victoria Tichy Victoria Tichy

How to Avoid Overspending this Holiday Season

It has been a year of asking tough questions, but you may have to ask yourself a few more. “How much can I really afford to spend? What presents should I get? Are friends still interested in exchanging gifts?”

We are here to help you answer those questions. Here are our 4 tips to keep you from overspending on the holidays.

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Beta Bytes: Week of November 21st
Beta Bytes Victoria Tichy Beta Bytes Victoria Tichy

Beta Bytes: Week of November 21st

Moderna announces their COVID vaccine has early data showing it is 94% effective (following Pfizer's vaccine trial success), Salesforce introduces their new Revenue Cloud to give businesses agility and make the purchasing process faster, and Amazon's Jeff Bezos donated $30 million to the La Jola Salk Institute for Biological Studies for researching Climate Change solutions.

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Jodi Vleck Selected as a Finalist for Business Women of the Year Awards
Victoria Tichy Victoria Tichy

Jodi Vleck Selected as a Finalist for Business Women of the Year Awards

Each year, the San Diego Business Journal recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities. Now in the 27th year, the San Diego Business Journal recognizes these women by hosting our biggest and most anticipated virtual reception and awards program to honor the winners and guests.

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Market Update: November 16th 2020</a>
Weekly Market Update Jodi Vleck Weekly Market Update Jodi Vleck

Market Update: November 16th 2020

Global equity markets rallied strongly upon the more solidified U.S. election results from the prior week, and the announcement of promising Covid vaccine trials. Bonds fell back in keeping with higher interest rates, and foreign bonds from a stronger dollar. Commodities also rallied, with oil prices following expected improvement in petroleum demand.

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How the Change in State Property Tax Rules Could Impact Your Financial Plan
Jodi Vleck Jodi Vleck

How the Change in State Property Tax Rules Could Impact Your Financial Plan

A home is often the most valuable asset a family has. This proposition passing means that all homeowners who are over 55 (or who meet other qualifications) would be eligible for property tax savings when they move. This has the potential to impact your cash flow during retirement and your decision on whether or not to relocate.

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