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Gilroy
December 22, 2024

Tag: investment

What to bring to meeting with financial advisor

The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn't anticipated. It may actually give you a better understanding of what you want from life.

San Jose passes pension measure, unions lament

Voters in San Diego and San Jose overwhelmingly voted to pare back retirement benefits for city employees, setting the stage for a showdown over public pensions in Sacramento later this year.

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