Where to Stash your Cash
If you're looking for a place to stash your cash, high yield savings accounts and money market mutual funds are two popular options. Both of
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John Gragg
- Apr 13
- 2 min
How much Life Insurance do I need?
Determining the appropriate amount of term life insurance coverage is an essential aspect of purchasing a policy. To determine how much life
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John Gragg
- Apr 4
- 3 min
Roth Conversion - Pros & Cons
Discover the pros and cons of a Roth conversion and whether it's right for you. Learn about tax-free growth, required minimum distributions,
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John Gragg
- Feb 8
- 0 min
Monthly Market Insights | February 2023
Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying
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John Gragg
- Dec 8, 2022
- 1 min
Monthly Market Insights | December 2022
Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes.
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John Gragg
- Aug 10, 2022
- 1 min
Insurance 101 - New Parents
As a new parent, you start noticing bills popping up everywhere. Diapers, creams, doctor visits, bottles, clothes, phew! It’s hard to imag
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John Gragg
- May 13, 2021
- 1 min
Feature in Southbay Magazine
A fiduciary is someone who legally has to do what’s in the best interest of their clients.
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