BLOG

IS THE BEAR MARKET HERE TO STAY?

With the Dow dropping more than 25 percent from its highs and the S&P 500 following suit, we have finally seen the end of the bull market. And so, we find ourselves officially in a bear market, with all that implies. Stock markets around the world dropped again on the news.

HOW WILL THE SECURE ACT IMPACT YOUR RETIREMENT PLAN?

With all the turmoil that was going on in Washington at the end of 2019, we'll forgive you if you missed out on the important retirement planning legislation that passed at the end of December. The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought some significant changes to how you might save for retirement.

BENJAMIN WONG HONORED IN FORBES' BEST-IN-STATE WEALTH ADVISORS LIST

Viewpoint Financial Network in Pleasanton, California, is proud to announces that Benjamin Wong, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. 

2019 FIVE STAR WEALTH MANAGER

These days, it can take a village to navigate one’s financial world. Whether it is managing your assets with a wealth manager, finding your way through the ever-changing landscape of tax law, sorting out your estate and succession planning or picking the right life insurance, finding the right wealth manager or team who suits your needs can be a daunting task. In fact, many people have a hard time figuring out where to even begin.

BACK TO BACK WOMEN'S CHOICE AWARD WINNER

For the second year in a row, Benjamain Wong is the recipient of the Women’s Choice Award for providing exemplary financial services to women!

TIPS FOR AVOIDING COMMON HOLIDAY CYBERSCAMS

For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a significant increase in cyberscams during November and December. To help you avoid becoming a victim of holiday cybercrime, here are some of the top scams to watch out for—and tips for avoiding them.

THE TOOLS WE USE TO SERVE YOU ON YOUR TIME

What does it mean to serve you on your time? We believe it means being there for you, with the information you need, whenever you need it. It also means providing you with flexible solutions for the different situations you may face. We accomplish this with two powerful software tools that are available to all of our clients, and we’d like to share a little insight on them with you.

ARE YOU AND YOUR PARTNER ON THE SAME FINANCIAL PAGE?

Consider for a moment how the finances are handled in your relationship. It’s pretty common in relationships for only one partner to handle the finances. Maybe it falls to one partner because they are the primary income provider or perhaps it is perceived one partner is uninterested. When it comes to planning for your financial future, are both parties agreeing on the plan, or are you even discussing it? What if the unthinkable happens and through fate or choice your partner is gone…what will your financial future look like if you aren’t part of the financial discussion?

WHO PLANS FOR THE PLANNERS?

As financial advisors we are always looking at ways to help our clients plan for what might be coming down the road. We love doing this and enjoy the challenge of helping each unique client find financial solutions that work for their unique situation. While we strive to always focus on our clients, from time to time it is important to work on the plans for ourselves as advisors and our firm. It not only helps everyone in our workplace, but also helps our clients in the end.

WHERE WILL YOU LIVE IN RETIREMENT?

As they prepare to retire, many retirees will dream of relocating to a new home sometime during their retirement. Whether it is just to get away from the rat race, find a better climate, or be closer to family, it is very common for retirees to want to get away!