Joel Framson Joins CalCPA Podcast on “Tough Decisions for Widows & Widowers”
Joel was recently featured in a podcast highlighting the trials and tribulations faced by widows and widowers and the importance of having a Certified Financial Transitionist to assist in the process of prioritizing and working through the myriad of tasks […]
Read MoreTop Challenges Facing Attorneys When Contemplating Retirement: The Elephant in the Room
Have you ever advised a client on the sale of their business and finished the document drafting only to learn the client changed his/her mind? This phenomenon also explains why your estate planning clients don’t finalize their estate plans, and […]
Read MoreAttorneys & The Balcony
PICTURE YOURSELF OUT ON A BALCONY. How does it feel? What can you see now that you couldn’t see before you ventured out there? Your perspective matters a lot. As an attorney, you can picture how often you began working on a […]
Read MoreA Case For Attorneys in Transition
MANY ATTORNEYS ARE SKILLED IN GUIDING their clients through significant life-changing transitions that involve money. Whether their specialty area is family law, litigation, or estate planning, they have the technical training to resolve the transaction while also managing the stress that their clients […]
Read MoreJoel Framson on Fiduciary Responsibilities – CNN
BRINGS JOEL FRAMSON in to speak about the mutual fund mess and what exactly are the fiduciary responsibilities.
Read MoreJoel Framson Featured On Investors Business Daily
ARE YOU IN THE MARKET FOR A GUARDIAN ANGEL? When it comes to money, advice can sound obvious. The more you earn, the more you have to protect. And as you mature, your priorities expand. You’re concerned […]
Read MoreJoel Framson Featured on Financial Planning Magazine “Hot Commodities”
Commodity prices have been soaring as economies around the world continue to grow – especially in the developing world, where demand for raw materials is rampant. The Dow Jones-AIG Commodity Index was up nearly 17% for the year in early […]
Read MoreEric Bruck Featured on the Los Angeles Business Journal
WEALTHY CRY ON THE SHOULDERS OF THEIR ADVISERS When Alin Wall meets with clients these days, she feels more like an armchair therapist than a financial adviser. Wall, a local accountant who works with high-net-worth families on estate and trust […]
Read MoreLA Times 6/20/09 – Should bonds still get the love? (Bruck)
Lori Mayfield leads an exciting, active life. Single and self-employed, the 36-year-old freelance advertising copy writer enjoys the personal and financial freedom to travel extensively and pursue interests such as snowboarding, photography and mountain biking. Charging a day rate of […]
Read MoreWealth Manager Magazine Oct. 2007 – Children & Wealth (Framson)
Last year, Warren Buffet’s granddaughter, Nicole Buffett, made a baffling admission. The young woman in the green turtleneck sweater and long silver earrings sat on Oprah Winfrey’s butter-colored couch and confessed to the world that she worked as a housekeeper… […]
Read MoreNY Times 4/1/09 – Planning a Retirement Without Dividends (Framson)
Many retirees have certain ideas about how they will occupy their days and how they will pay for it. Dividends are often a part of those plans, but relying solely on regular checks from dividend-paying stocks or funds for retirement… […]
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Market Update: June 30th – August 31st, 2015
Background and Overview As we suspected early in the year, this has been a volatile period for the domestic and international stock markets. This is in stark contrast to the placid U.S. market in 2014 that may have given everyone […]
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