facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck


Get future updates

%POST_TITLE% Thumbnail

Lights!!! Camera!!! Action!!!

Have you been on a Zoom Call when the speaker's video freezes, their voice fades, or it looks like they're dialing in from a dark cave? Of course, we've all seen this and most of us have done these things ourselves. Which is why I went on a hunt for the best-cost-effective way to UP my Zoom Game. This post has my TOP-FOUR virtual meetings tips.

Lifestyle COVID-19
%POST_TITLE% Thumbnail

Business Owners: Navigating employment law options under Covid-19

Making payroll is one of the biggest worries business owners have. It's a big financial and moral responsibility that can keep a business owner awake at night. Especially at a time like this when business activity is slowing and disappearing altogether. If you're worried about maintaining your payroll, Sean Gentry of AdAstra Law talks about navigating EDD Benefits, SBA Loans, and Employee Furloughs to make it through a difficult economic time.

Planning COVID-19
%POST_TITLE% Thumbnail

Pillar6 Update (COVID-19 Be Damned)

Schools Close, California governor issues a Shelter In Place order, Stocks enter the Bear Market, Businesses are closing doors. This was just the last 72 hours....So what do we do, where do we turn, what's going to happen?????? Hey everyone, this is Roman sharing our thoughts and feelings about the impact of Covid-19 on our lives, our businesses, and our personal finances. We're fully operational, observing, researching, adjusting and managing your financial affairs without skipping a beat. Wishing you well!

Investing Insurance Cash Flow College Retirement Planning Lifestyle COVID-19
%POST_TITLE% Thumbnail

Market Outlook (March 2020)

Can this market sell-off go any further? In this video, our portfolio manager, James Anadon shares his insights into the recent market decline triggered by COVID-19, what this means for our investments and ways to navigate the market going forward. Set up a free portfolio review with James: https://calendly.com/janadon.

Investing COVID-19