• (408) 509-2124
  • NMLS # 250283

CNBC News

Financial Advisors

For individual investors and financial advisors alike, figuring out the best way to manage money can be a challenge. CNBC has put together these reports to help boost your bottom line.
  1. There are significant changes for the 2021 tax season. Here’s what filers need to know and how to prepare, according to experts.
  2. Some investors are looking to direct their money to companies with more women on their boards and in management. A growing number of funds make it easy to do.
  3. Workers age 70 and over were more likely to retire amid Covid-19, and they likely already claimed Social Security retirement benefits before the pandemic began.
  4. Waiting to talk to an aging parent about their financial future until they experience cognitive decline is a mistake, say financial advisors.
  5. If you're able to make a charitable gift this holiday season, you'll want to make sure your contribution has the biggest possible impact during "Giving Tuesday."
  6. The first thing newlyweds should do regarding money is make sure they're on the same page financially. Here's how four advisors help new couples get there.
  7. With stocks in the red after Thanksgiving, investors may be tempted to take some of their money off the table. First, they should consider this math.
  8. Higher education circles are in shock after a second straight year of dramatic declines in college and university enrollments. Experts are calling for change.
  9. Inflation is currently outpacing Social Security's 5.9% cost-of-living adjustment for 2022. Medicare Part B premiums may take a bigger chunk of benefit checks.
  10. Whether you’re grappling with a job loss or jumping into retirement, there may be year-end tax planning opportunities. Here’s what investors need to know.

California Mortgage Rates