The Prudent Perspective – Q2 2023
Deep down below the surface of the average conscience a still, small voice says to us, something is out of tune. – Carl Jung A
Jeremy Lau
July 21, 2023
California Tax Extension Announced in the Wake of Winter Storms
In response to California’s disastrous winter storms, the IRS announced an extension to the state and federal tax deadline for impacted California taxpayers on March
Jeremy Lau
April 12, 2023
Bank Failure: Collapse of Silicon Valley Bank and Signature Bank
Financial news outlets are buzzing following the recent collapse of Silicon Valley Bank and Signature Bank. Within less than two days of each other, the
Jared Ong
March 24, 2023
Exploring FDIC Coverage: Know Your Limits
With bank failures such as Silvergate Bank, Silicon Valley Bank, and Signature Bank in the news the topic of FDIC is now, more than ever,
Jared Ong
March 17, 2023
Secure 2.0 Act: Securing a Strong Retirement
Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated Appropriations Act, a sweeping $1.7
Jared Ong
February 1, 2023
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
Jared Ong
January 4, 2023
Impact of Inflation: What Americans Can Expect in 2022
Millions of Americans are feeling the tangible effects of increased pricing on everything from strawberries to interest rates. In the throes of a global pandemic,
Jeremy Lau
January 28, 2022
How to Take Advantage of Inflation
If you’re like me, shopping post-Covid has resulted in some serious sticker shock. In May, strawberry prices were up almost 27% because Driscoll’s under-estimated demand
Jared Ong
October 19, 2021
Britney Spears’ Conservatorship: 3 Key Roles Affecting This Case
As rumors of Spears’ unhappiness in her conservatorship have gained momentum, both fiduciary professionals and those with personal connections to her have been asked to give context to her complex conservatorship—including the possible signs of abuse by her conservators.
Nguyen Vu
August 20, 2021
I Care A Lot: Netflix Inaccuracies About Guardians
I Care A Lot, Netflix most recent film on guardians, has fanned the flames of several misconceptions regarding the role of conservators. If we depended on
Jared Ong
May 26, 2021