Skip to content
Prudent Investors Logo
Prudent Investors LogoPrudent Investors Logo
  • About Us
  • Our Team
  • Who We Work With
    • Fiduciaries
    • Individuals
  • Services
    • Investment Management
    • Financial Planning
    • Portfolio Evaluation
    • Special Needs Trusts Planning
    • Expert Witness
  • Resource Center
    • Resources
    • Blog
    • Market Commentary
  • Contact Us
MenuClose
Crypto_collapse
Jared Ong

Crypto Collapse: Everything You Need to Know About FTX and SBF

On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release, released via Tweet, announced they

Read More »
Jared OngJanuary 4, 2023
Estate_plan
Jared Ong

Estate Plan: Protect Your Loved Ones and Your Legacy

Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report from Caring.com, only 33% of

Read More »
Jared OngDecember 21, 2022
Tax loss harvesting
Jared Ong

Tax Loss Harvesting for the Fiduciary: Pros and Cons

It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one

Read More »
Jared OngNovember 29, 2022
Uniform Principal and income act
Jared Ong

Uniform Principal and Income Act vs. Uniform Prudent Investor Act

Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most important responsibilities is complying with

Read More »
Jared OngNovember 23, 2022
Tax strategies
Jared Ong

Tax Strategies: Building a Better Financial Plan

When you’re building out a financial plan you might consider things like monthly budgeting, retirement, estate planning, emergency funds, or long-term investments. But are you

Read More »
Jared OngOctober 7, 2022
Is a 529 Plan the Right Move When Education Planning
Jared Ong

Is a 529 Plan the Right Move When Education Planning?

College can be expensive. In fact, tuition inflation over the last decade has averaged 4.635%. Education planning is now a long-term financial consideration for many

Read More »
Jared OngSeptember 23, 2022
financial_conservatorship
Jared Ong

Financial Conservatorships: Managing Conservatee Assets

Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at

Read More »
Jared OngSeptember 7, 2022
Locating and marshaling assets
Jared Ong

4 Tips for Locating and Marshaling Assets When Administering a Trust

Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.

Read More »
Jared OngAugust 19, 2022
Fee only financial advisor
Jared Ong

How Fee-Only Financial Advisors Differ From Fee-Based

Let’s assume you’re in the market to partner with a financial advisor. Finding a good financial advisor who successfully meets your financial needs.

Read More »
Jared OngAugust 10, 2022
Crypto Assets during Estate Administration
Jared Ong

How Trustees Can Plan for Crypto Assets in Estate Administration

In January 2009, Hal Finney received the very first crypto asset transaction from bitcoin’s mysterious creator, Satoshi Nakamoto. Finney was a master cryptographer and had

Read More »
Jared OngJune 10, 2022
Page1Page2Page3Page4Page5
Prudent Footer Block Grey
Prudent investors
  • About
  • Our Team
  • Disclosure and Code of Ethics
  • Business Continuity Plan
  • Privacy Policy
  • Form CRS
  • Form ADV
Connect with us
  • Contact Us
Office location

Orange County
22932 El Toro Rd.
Lake Forest, CA 92630

© 2026 Prudent Investors. All rights reserved.
Investment advice offered through Prudent Investors Network, Inc., an SEC registered investment adviser.
  • Home
  • About Us
  • Our Team
  • Who We Work With
  • Services
  • Resources
  • Blog
  • Contact Us
  • Questionnaires
  • Schedule a Meeting
  • Client Access
Type your search