June 2019 Newsletter

 

CHECK OUT OUR JUNE 2019 NEWSLETTER

Our newsletter is now available for your reading/learning pleasure! This month’s topics include:   Time for a Mid-Year Investment Check; Managing Your Money in a Gig Economy; Charitable Giving After Tax Reform; and What’s the real return on your Investments?

 

Click on the link to enjoy:   June 2019 Newsletter

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BBQ Shred-It Event: Sunday, Sept 15, 2019

Our Shred-It Event will be held on Sunday, Sept 15, 2019 from 12:00 PM to 4:00 PM in front of our San Leandro Office.  We look forward to seeing you and your family there.  Note:  This is a Client “Only” Event.