Check the background of investment professionals associated with this site on:

FINRA’s BrokerCheck

Golden State Wealth Management Logo - With Name Text


Women and Investing

Valued Clients, Where men once dominated financial affairs, the growing presence of women in the workplace and as heads of household is introducing a paradigm shift.  Women are rapidly becoming a force to be reckoned with as they take increasing responsibility for their long-term goals and financial health. Women investors face special challenges that make […]

Is Multi-Generational Living Right For Your Family?

Valued Clients, Many retirees worry about where they will live when they get older and invest significant thought into considering different living arrangements. It’s a special circumstance with a lot of variables to consider: financial concerns, caregiving needs, family relationships, interests, and location. In an effort to remain independent and be close to family, an […]

It’s Year-End Tax Planning Time

Year-end tax planning is rarely fun, but we’re glad not to have a repeat of the Fiscal Cliff and government shutdown dramas that marred the end of the past few years.  2013 and 2014 ushered in major changes to the tax code in the form of the American Taxpayer Relief Act of 2012 (ATRA), which […]

Has the Federal Government Shut-Down Affected Investments?

Valued Clients, I have received a few questions from clients about the impact of the Federal government “shut-down” upon investments. So far, the markets have reacted with a moderate decline. Regardless of your political leanings, most of us would agree that this recent political battle is both annoying and a business-as-usual event. Largely anticipated by […]

When is the next shoe going to drop?

Valued Clients, It has been 214 days since the last time the market lost 5% in one day. This is the longest stretch of time between significant daily corrections of greater than 5% in recent memory. The question I am receiving most commonly from my clients is: “When is the next shoe going to drop?” […]

Meeting Peter Diamandis

Valued Clients, I am excited to share with you some insights I gained from a fascinating man this past week. I met Dr. Peter Diamandis and was able to spend some time with him. This meeting is apropos of the recent premier of the new Star Trek movie (go see it!), as much of our […]

1 31 32 33
The financial consultants of Golden State are registered representatives with and securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Golden State, a Registered Investment Advisor. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY. 2019 Copyright © Golden State