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Financial Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

Where Should You Invest? Discount Brokerage

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A discount brokerage firm is another way you can invest your money. A discount brokerage firm is a DIY approach. Here, won’t need an advisor to work with you. Instead, you are going to be able to research and buy and sell stocks, bonds, mutual funds, and ETFs yourself. If I need to change the…

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Where Should You Invest? RIA

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One option as an investor is to invest your money with and through an RIA. An RIA is a Registered Investment Advisor. What’s so significant about an RIA? An RIA is a financial firm that can advise clients about their investments, insurance, and general financial planning topics. Some RIAs only act as advisors to your…

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Where Should You Invest? With A Big Brokerage Firm

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As an investor, you could also invest with a brokerage firm. Why is it called a brokerage firm? Well, they act as brokers. Meaning, they are middlemen and women who sit between you (the investor) and the investments. Brokerage firms can be big firms, such as Merrill Lynch, UBS, and Goldman Sachs, and they can…

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Where Should You Invest? Directly With A Mutual Fund Company

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The question here is not “What should I invest in?” but instead, “Where should I invest?” You probably want to know your options, don’t you? One option is to invest with a mutual fund company. What’s a mutual fund company? It’s a company that has created at least one mutual fund that investors can invest…

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Value Versus Growth Investing: What’s A Growth Company?

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Are you feeling good about value companies? Remember, those are companies that seem to be undervalued, maybe because of a temporary setback, or companies that are more mature and stable. These companies tend to produce a lot of profit and might be more stable, but they are not expected to grow like crazy. Let’s compare…

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Value Investing vs. Growth Investing: What’s A Value Company?

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You’ve probably heard of Warren Buffett, right? He’s one of the richest people in the world. What makes Warren so interesting is, unlike the other richest people on the list who started companies, like Bill Gates (Microsoft), Mark Zuckerberg (Facebook), or Jeff Bezos (Amazon.com), Warren made his money through investing. That’s an amazing achievement. And…

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What Does It Mean That a Stock Is Over or Under Valued?

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Hey, do you want to buy my car for $8,000? You couldn’t possibly answer that question without knowing more about my car. What is the make? Model? Year? Miles? Does it run? You get it. The same is true for investing. You need to know something about the stock before you can decide if it’s…

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Robert Pagliarini Provides Sudden Wealth Advice to $516M Lottery Winner on USA Today Network Podcast

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Win half a billion overnight? Now what? Robert Pagliarini was featured on a USA Today Network podcast, where he offers advice on protecting newly acquired sudden wealth — a $516 Million windfall! — to a recent lottery winner. Watch the full podcast below or on From the Newsroom: Suburban Philadelphia Podcast.

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Recessions and Depressions: The More Prozac Lesson

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Just one more depressing lesson, and then we’re done. I promise! Next, we’ll talk about recessions and depressions. Unlike corrections and bear markets, where these terms describe the stock market going down, recessions and depressions describe how much the economy is going down. A recession is when a country’s economy, meaning the goods and services…

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Corrections and Bear Markets: The Prozac Lesson

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These next two lessons suck. I mean, the lessons are okay, but the content is awfully depressing. But we are all big boys and girls. As investors, we shouldn’t kid ourselves. Let’s have an honest look at what happens when things don’t go as planned. By the end of these lessons, you’ll be familiar with…

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