Tips for Choosing A Wealth Management Firm

Choosing a wealth management firm is vital for financial security, offering services like financial planning and investment management, usually requiring $1 million to $5 million in assets. Key factors include valuing service over cost, checking credentials, understanding compensation, and evaluating the client-advisor relationship. Effective communication and active involvement in goal-setting and reviews are essential for […]
California lawmakers propose fixes for ‘insurance industry in shambles’

California lawmakers are working to address issues in the insurance market by advocating for oversight of the FAIR Plan and offering tax breaks for premiums. Continue to full article
Will California’s Housing Be Made or Broken After the Fires?

California faces a defining moment—rebuild fire-ravaged homes or reshape housing for a more resilient future. Despite executive orders waiving permits, legal experts doubt they will significantly speed up rebuilding or reform housing.
Happy Nowruz

Nowruz is a 3,000-year-old festival, making it one of the oldest in the world. Haft-Sin is a Nowruz table, featuring 7 symbolic items, all beginning with "sin" and representing different aspects of life. Nowruz celebrated by over 300M worldwide, including Iran, Afghanistan, Tajikistan, Uzbekistan, Azerbaijan, and many more. Nowruz is a time for forgiveness and […]
Inherited a Home in California? Here’s Your Tax Reality

Due to Prop 19, property taxes on inherited homes can increase by over 600%, making ownership costly. Selling may be a smarter choice, as heirs can avoid capital gains if sold within six months.
Cities with the most expensive homes in the Los Angeles metro area
The Los Angeles metro area features several cities with high home values, reflecting significant price changes over the past year and five years. Hidden Hills tops the list with a typical home value of $4,791,166, followed by Beverly Hills at $3,453,888 and Newport Beach at $3,321,652. Other notable cities include Malibu, Rolling Hills, and Manhattan […]
California Home Sales Plunge 10% on High Rates

High mortgage rates caused a 10% drop in California home sales in Eary-Q1 2025. Median home prices fell 2.6% MoM but increased 6.3% yearly.
Happy St. Patrick’s Day

St Patrick's Day is the day we all turn a bit Irish. 13 million pints of Guinness are consumed worldwide on St. Patrick's Day. Green is now the traditional color of St. Patrick's Day.
What Drives California’s 3% Home Price Jump by 2030?

The "Great Reshuffling" Remote work has caused a significant population shift, stressing housing supply and increasing prices. Home prices in California are projected to rise modestly by 2.97% due to market shifts by 2030.
Can California Maintain a Balanced Budget?

California proposed a balanced budget after two years of deficits to improve financial stability. Rising tax collections have stabilized the state's fiscal outlook, strengthening revenue streams.