by Linda Cao | Nov 20, 2025 | Financial Transition & Planning, Newsletters
As we approach the end of the year, now is a great time to think about proactive tax planning opportunities, especially in light of changes coming from the One Big Beautiful Bill Act (OBBBA) for 2025 and beyond. Charitable Giving Beginning in 2026, the OBBBA will...
by Linda Cao | Sep 12, 2025 | Financial Transition & Planning, Newsletters
As we approach the end of summer, I hope you’ve had moments of rest, joy, and connection with the people you love. Life has a way of bringing both the changes we prepare for and the ones we never see coming. It’s hard to believe it’s been eight months since the...
by Linda Cao | Jul 19, 2022 | Investment, Newsletters
“The stock market is a device which transfers money from the impatient to the patient.”Warren Buffet The continued market gyrations, coupled with rising interest rates, record inflation, and global conflict, have caused many investors to pause. What is...
by Linda Cao | Apr 27, 2022 | Financial Transition & Planning, Newsletters
A common saying in investing is that “Past performance does not guarantee future results.” In life, however, we often study the past to give us insight into the future. In the last two years, the Covid-19 pandemic has transformed the world and our lives. But how is it...
by Linda Cao | Dec 14, 2021 | Financial Transition & Planning, Newsletters
When you think about the word “well-being”, what comes to mind? Health and wealth? Happiness and success? Well, it may be different from what you think of. Based on the book “Well-Being”, by Tom Rath and Jim Harter, well-being is about the combination of our love for...
