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November 15, 2022 By Michael Milam

Entrepreneurship and Financial Risk: What You Need to Know

Entrepreneurs tend to be natural risk-takers but this doesn’t mean committing to uncompensated risk. Wise entrepreneurs consider their potential exposure before leaping into a new business venture, moving forward only on those opportunities that present enough potential upside to make the risks worthwhile.

Filed Under: Mike Milam

November 8, 2022 By Michael Milam

5 Year-End Tax Planning Questions to Ask Your Financial Professional

There are many tax planning moves you can make before December 31 to reduce your owed taxes, but how do you know which ones are available to you? Here are five year-end tax planning questions you may want to ask your financial professional soon.

Filed Under: Mike Milam

November 1, 2022 By Michael Milam

What the Mid-Terms Might Do to the Stock Market

The 2022 Midterm elections are on Tuesday, November 8th and history suggests that the period after the mid-terms is more favorable for markets – irrespective of which party wins (of course past performance is no guarantee of future results – ever).

Filed Under: Mike Milam

October 25, 2022 By Michael Milam

Trick or Treat, Wall Street! 4 Helpful Halloween Lessons for Investors

Spooky season is here, and you may wonder if there is anything that can be done to enter 2023 as financially secure as possible. This is a great time of year to look back —and forward — to set goals and track your progress. Here you will find four early fourth-quarter tips and tricks that can help investors bring in all sorts of financial treats this Halloween:

Filed Under: Mike Milam

October 18, 2022 By Michael Milam

Inflation Reduction Act: What You Should Know

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act are discussed here.

Filed Under: Mike Milam

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Recent Posts

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Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

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California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.

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