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Howard Kern, CPWA, CEPA
301 North Lake Avenue, Suite 1150
Pasadena, CA 91101
F: 866.834.5982
O: 626.660.2184
TF: 877.734.5258
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April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
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Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
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Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
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Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
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Retirement & Longevity
Taking a breather
4/28/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Watch Video
Markets & Investing
The fate of the US dollar and US exceptionalism
4/25/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
A look at what is shaping our market views
4/25/2025
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
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Tax Planning
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Read
Family & Lifestyle
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Read
Retirement & Longevity
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