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Insight
Investment Monitor and Wealth Management Insights


How Much Should a Family Spend on Housing in Los Angeles? A Data-Driven Guide
Struggling to keep LA housing from devouring your paycheck? This Venice-focused guide breaks down the 30% rule, reveals real 2025 costs from Santa Monica to Lancaster, and shares five actionable tips—ADUs to rate-shopping—to help your family afford a home without sacrificing its future.
0 min read


How to Choose a Financial Advisor in Los Angeles: Savvy Investor Tips
Are you considering hiring a financial advisor? You’re not alone, and you’re wise to weigh this decision carefully. Americans...
5 min read


Self-Employment Tax: Why ‘S-Corp Everything’ Isn’t the Magic Bullet You Think It Is
" Self-Employment Tax: Why ‘S-Corp Everything’ Isn’t the Magic Bullet You Think It Is " If you're self-employed or running your own...
3 min read


Solo 401(k) or SEP IRA? Picking the right plan for a single-owner business in 2025
Solo 401(k) or SEP IRA? Picking the right plan for a single-owner business in 2025 Choosing a retirement plan should not feel like...
2 min read


2025 Tax Bracket Tweaks: What LA Tech Professionals Should Know About Their RSUs and Stock Plans
When the IRS released its 2025 inflation adjustments last October, the headlines were all about the “higher standard deduction.” In...
3 min read


Tax Loss Harvesting: Navigating Dips with Strategy
Tax loss harvesting is a nuanced strategy that astute investors employ to manage their tax liability, especially against the backdrop of...
2 min read
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