Investment & Risk Analysis – August 2020 Hello OCWCer! This month’s theme of “Investment & Risk Analysis” is quite timely. It’s the biggest topic we talk about this year and with good reason. Are we encountering something “different” this time? Should we just wait it out until things aren’t “changing” so much? These are sentences…
Hello OCWC’er! As I mentioned last week, we are looking at how to approach difficult conversations this month. Here is what we have learned from the hundreds of tough conversations we’ve had: • Relationship. Of course, it helps to have a relationship with them. Someone is more likely to listen when they know…
Hello OCWC’er! —- This month’s theme of “Family Financial Education” could probably be every month’s theme for the rest of my life. In the past, we’ve talked about some technical situations, but we are going to switch gears a bit and take a look at having tough financial conversations, as it relates heavily to the…
Hello OCWC’er! May’s coaching theme is “Investing in Yourself”, but I’m going to add the word “Future” in there since it’s incredibly timely. Enjoy this month’s reading! —- These past few weeks have been chalked full of lessons. Lessons about family, exponential curves, and even lines for toilet paper. But one of the things that…
The CARES Act introduced some changes to loans, withdrawals, and Required Minimum Distributions (RMDs) which leaves a lot to be sorted through. There are 3 main topics that pertain to retirement accounts. Are there any changes that should impact your planning or offer an advantage? We will take a closer look. The waiver of Required Minimum Distributions (RMDs)…
Would you rather have gold, silver, or bronze? Although most of us know where we’d prefer to stand on the podium for a medal ceremony (Michael Phelps comes to mind as perhaps having that ability), a selection of medical insurance isn’t always quite as straight-forward. Let’s “dive” in and “freestyle” our way through this topic!…
Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social Security numbers, and dates of birth. In some instances, driver’s license numbers, credit…
Would Batman need life insurance? September’s theme of “Life Insurance” is aiming to separate the different facets to ponder about life insurance. It’s a topic that we shouldn’t wait until our “spidey-sense” tingles or we get “Bamm Bamm’ed” over the head before thinking about it. Hopefully this information will provide you somewhere between “Alohomora” and “Bombarda Maxima” type wisdom.…
August’s theme of “Investment & Risk Analysis” is going to take a “swing” at how to “approach” making our own dynamic investment philosophy. I get to talk about two of my favorite topics by taking a “birdie’s eye view” of an area that is often “double bogeyed”. Enjoy this month’s OC Wealth Coach reading! Hello, Last month’s newsletter struck a chord…
July’s theme of “Estate Planning” will hopefully either feel like a stroll in the park with an old friend or being in the “front row” of a Radiohead concert with your pals. In either case, now’s the time to examine our relationships and put some ink on some paper. Enjoy this month’s OC Wealth Coach…
Jeff Huston, Wealth Coach | California Insurance License: #0362738
Jeff Huston is a Financial Consultant with and Securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.
Trent Huston is a Financial Consultant with and Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and OC Wealth Coach are separate entities from LPL Financial. Amanda Huston, Operations Coach | California Insurance License: #0G24739
Amanda Huston is a Registered Administrative Assistant with and Securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Jeff Huston AZ, CA, CO, KS, NV, OR, TN, TX, UT, WA.
Trent Huston AZ, CA, MS, MO, NC, NV, OR.
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