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.