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When Disaster Strikes Does Your Homeowners Policy Have Your Back?

One of the big lessons of last year’s major hurricanes and current California wildfires is in many instances; homeowners couldn’t fully repair their damaged homes with insurance proceeds because they didn’t understand until too late what their policies did and didn’t cover. And in general, over the past couple of decades, insurers have made it...
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Three Award-Winning Financial Planning Considerations for Actors/Writers

With the passing of the Tax Cuts and Jobs Act of 2017, many actors, writers, directors, and other professionals in the entertainment industry will likely see their taxes increase beginning in 2018. The entertainment professionals who earn wages are being hit the hardest because employee business deductions will no longer be allowed in 2018 going...
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July 2018 Market Recap: Job Gains, the Fed, and Accelerating Earnings Growth

The stock market posted its largest monthly gain since January as rising corporate earnings and strong GDP growth numbers helped overcome concerns over tariff and trade issues. The S&P 500 Index moved up 3.60% in July after several months of lackluster results. Through the first seven months of 2018, the S&P 500 is up 5.34%....
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Monthly Letter From CEO, Chris Jackson (July 2018)

In his 2014 book “The Zero Marginal Cost Society, “Jeremy Rifkin writes about technology’s leading roles in bringing about changes to lifestyles and society during the first half of the 21st century. One of the key themes for the 21st century will be a “zero marginal cost society” that will reduce the marginal cost of...
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Joint vs. Separate Trusts for Married Couples

Deciding between joint and separate trusts for married couples has been a conundrum within the estate planning community for a long time. While many attorneys swear by one trust over the other, there are many factors—such as, the state in which the couple resides, the total of their marital estate, and the couple’s relationship itself—that...
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5 Tax Breaks From Your Boat to Your Pocket

You can’t deny the allure of boat ownership: fishing, water skiing, and social day trips with family and friends. There is a kernel of truth, however, to the old saying that boats are “holes in water that you throw money into.” But if you take advantage of the tax breaks available to boat owners, you...
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