4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

Phone: 949-576-2372
Fax: 949-502-6629

Teresa’s Tales

Aligning wealth with purpose this holiday season

Estate & Giving The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Giving thanks and exchanging gifts with family is a natural inspiration for generosity. But for high-net-worth individuals, the journey of giving extends far beyond the holidays. Philanthropy and charitable giving are key components […]

Read More...

How active and passive funds work differently

Markets & Investing   Explore how these two investment types compare. Whether you’re building your portfolio, trying to diversify or considering new investments, understanding the difference between active and passive funds is extremely helpful. Both mutual funds and exchange-traded funds (ETFs) can be either active or passive. The basics Active and passive funds are fundamentally […]

Read More...

Make your final tax-saving moves before Dec. 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that could impact your typical year-end planning. Mind your RMDs Be thoughtful about required minimum […]

Read More...

How cyber savvy are you?

Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe. Do you know the difference between a vishing and a smishing attack? Or that spear phishing doesn’t happen in the ocean? Cyberattacks are the fastest-growing crime in the U.S. – and they cause personal and business devastation every day. Because […]

Read More...