Not everyone simply abandons the investment world following a downturn By Marisa Otto Marisa Otto Labor Day was just here. Of course, this year, the holiday may have a different impact, given the employment-related stress [...]
Consider four key areas: investments, insurance, legal arrangements and taxes By Marisa Otto Marisa Otto In light of the coronavirus pandemic, virtually all Morgan Hill residents have considered health-related issues. But for people facing a [...]
The passage of the $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act offers options for help By Marisa Otto Marisa Otto As we go through the coronavirus crisis, we are all, first and [...]
Keep cash at hand for emergency and unexpected expenses By Marisa Otto Marisa Otto It’s important to have cash available for your everyday spending and the inevitable rainy day. However, Morgan Hill residents also need [...]
The financial markets have performed well and poorly under different administration By Marisa Otto You’re probably aware this is an election year. During the next several months, the candidates will discuss issues that should interest you as [...]
If your salary goes up in 2020, increase the amount you put into to your plan By Marisa Otto Marisa Otto Have you thought about your New Year’s resolutions for 2020? When many of us [...]
By Marisa Otto Like most Morgan Hill residents, you probably want to leave something behind for your loved ones and possibly to some charitable organizations. In other words, you want to create a legacy. But how? To [...]
AI has become a significant part of the financial services industry Marisa Otto For the past several years, artificial intelligence — or AI — has increasingly found a place in many walks of life. Almost [...]
If you are nearing retirement, you may need to prepare your 401(k) for future downturns Marisa Otto By Marisa Otto As Morgan Hill investors are well aware, we’ve seen some sudden and sizable drops in [...]
Marissa Otto During your life in Morgan Hill, you’ll experience many personal and professional milestones. Each of these can be satisfying, but they may also bring challenges — especially financial ones. That’s why you may [...]
