John GraggMay 13, 20211 minFeature in Southbay Magazine A fiduciary is someone who legally has to do what’s in the best interest of their clients.
John GraggMay 5, 20210 minBright Spots in the Stock MarketThe stock market continues to move forward as companies get back on track. U.S. stocks are extending April gains following EU officials rec
John GraggApr 16, 20212 minThe IRS Extends Additional Tax Deadlines for IRAs, HSAs, and MorePreviously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax...
John GraggApr 12, 20210 minMonthly Market InsightsImproved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury yields dragged on tec
John GraggFeb 18, 20210 minBright Spots in the Stock Market3D printing can drastically reduce manufacturing costs, maintenance, production times, etc. Imagine printing one part that previously...
John GraggAug 25, 20203 minProblems with ProbateProbate is the legal process that wraps up a person’s legal and financial affairs after their death.
John GraggAug 19, 20202 minEstate Planning ChecklistAn estate plan acts like a roadmap for your heirs by providing directions on how to settle your financial and personal affairs while ensurin