Articles
You can view selected articles from our quarterly newsletter here. The staff of Pleasanton Financial Advisors has produced these articles and believes, but cannot guarantee, that information contained therein is accurate. You should always consult with an advisor regarding your specific situation before acting on ideas expressed in any source of general information. The articles may be copied only with permission.
General
- Leverage Causes Pain During a Decline
- Housing Law Seeks to Ease Many Problems, but Economic Challenges Remain
- Mistakes Can Teach Valuable Lessons
- Markets Cause Distress As They Adjust to Reality
- Organize Finances to be Prepared for Emergency
- Private Equity and Leveraged Buyouts Affect All Investors
- Why It Is Hard To Predict What Interest Rates Will Be in the Future
- Planning Leads to Greater Wealth
Education Planning
Estate Planning
- Donor-Advised Funds Provide Tax Benefits and a Structure for Charitable Giving
- A Simple Charitable-Giving Approach Is Sometimes Best
- Use Care When Reducing the Amount of Your Estate While Living
- Advance Healthcare Directives Protect Your Wishes When You Cannot
Insurance
Investment
- Negatively Correlated Commodities Reduce Portfolio Volatility
- How We Can Be More Intelligent Investors
- The Power of Fear and Greed
- Diversification Shows Its Benefits
Real Estate
- Congress Changes the Capital Gains Exclusion Rule for Home Sellers
- Appreciation of New Home Values is Cyclical and Relatively Low
- Computing the Investment Return of a Home is Complex
- California Homeowners Over 55 Can Keep Property Taxes Low When Downsizing
- Evaluate Real Estate As If You Were Running A Business
- Are REITs an Alternative?
Retirement
- Delaying Social Security Benefits Allows You to Transfer More Risk
- Substantial Home Equity Provides Options When Entering Retirement
- How Good Is That Pension Guarantee?