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Financial Tips for Down Markets: Convert to a Roth IRA

Financial Tips for Down Markets: Convert to a Roth IRA

As the impact of the COVID-19 pandemic sends shudders of uncertainty into our markets and economy, you may be feeling a lack of control over your investments. But while your
Week in Review: Congress Passes Historic $2 Trillion Coronavirus Stimulus

Week in Review: Congress Passes Historic $2 Trillion Coronavirus Stimulus

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP®  During these fearful times, we will be starting a new series publishing every Friday afternoon recapping what we are reading and the content we
Week in Review: California Locked Down Because of COVID-19

Week in Review: California Locked Down Because of COVID-19

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP®  During these fearful times, we will be starting a new series publishing every Friday afternoon recapping what we are reading and the content we
Quarantined? Use This Time to Optimize Your Personal Finances

Quarantined? Use This Time to Optimize Your Personal Finances

By: Brent Pasqua For many of us, the thought of having to spend time in quarantine has never crossed our mind. The idea could give some of us anxiety. For
What to Consider Before You Refinance Your Mortgage

What to Consider Before You Refinance Your Mortgage

By:  Joshua Winterswyk, CFP®  Global stock markets and interest rates have plummeted over fears of the coronavirus, as the federal reserve cuts rates and investors search for safety. Mortgage rates are
Week in Review: America Prepares to Fight COVID-19

Week in Review: America Prepares to Fight COVID-19

By:  Matthew Theal, CFP® & Joshua Winterswyk, CFP®  During these fearful times, we will be starting a new series publishing every Friday afternoon recapping what we are reading and the content we
What to Do During the Coronavirus Stock Market Decline

What to Do During the Coronavirus Stock Market Decline

By Matthew Theal, CFP® Over the past two weeks, we have witnessed our first real global market panic since 2011 during the Eurozone Debt Crisis. During that time, the S&P
How the SECURE Act Will Change Retirement Savings

How the SECURE Act Will Change Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act will affect many retirement plans ranging from employer-sponsored ones like 401(k)s to individual retirement accounts (IRAs).
RPA Wealth Management Holiday Gift Guide 2019

RPA Wealth Management Holiday Gift Guide 2019

By the RPA Wealth Management Team As we approach the holidays, we decided to take a pause on the financial topics and instead roll out the second edition of our RPA holiday
Moving from California to Nevada or Arizona—Which Is Better?

Moving from California to Nevada or Arizona—Which Is Better?

By Matthew Theal, CFP® Southern California is a great area to live in when you are working and raising a family. We have excellent schools, major metro centers (Los Angeles