by Elliot Kallen | Feb 9, 2021 | A Word with Elliot
Then vs. NowWhen I first began my Financial Advisory business twenty-eight years ago in San Ramon, we were taught that:Every family will was set up for the surviving spouse to inherit every asset, tax-free, from the deceased spouse.Children and charities generally...
by Elliot Kallen | Jan 30, 2021 | A Word with Elliot
The business world and markets entered January with certainty and confidence. A new President, a stable Congress, and the markets poised for a terrific 2021 based on future profits.Basically, this is still true and 2021 should be a very good year for investors....
by Elliot Kallen | Jan 27, 2021 | A Word with Elliot
California Reopens… Again!On Monday, California officials lifted the stay-at-home order, clearing the way for restaurants, wineries, movie theaters, and gyms to operate outdoors—and hotels and personal care service businesses to reopen with strict caps on...
by Elliot Kallen | Jan 5, 2021 | A Word with Elliot
Even more so this year, in 2021, it’s hard to look ahead to the next 12 months without looking back at 2020.2020 was an unusually challenging year that saw:A worldwide pandemicA global economic collapseStay-at-home orders and lockdowns across every countryA bear...
by Elliot Kallen | Dec 16, 2020 | A Word with Elliot
It’s almost 2021 and we are all glad to leave 2020 behind! Vaccines are being distributed and we will all be, hopefully, safe by Spring. Flowers will bloom, restaurants will be open and the world will begin to be accessible to everyone again. Market Update Many...
