Carl Lachman, MBA, CFP® 7/15/26 Carl Lachman, MBA, CFP® 7/15/26

Invest Like Billy Beane: Pay Attention to the Right Things

What Billy Beane's Moneyball strategy can teach investors about ignoring market noise and focusing on allocation, fees, taxes, and discipline.

Travis McShane, CFP®, CFA 6/30/26 Travis McShane, CFP®, CFA 6/30/26

Step-Up in Basis: The Tax Case for Holding Appreciated Assets Until Death

We explain how the step-up in basis can reduce or eliminate capital gains taxes on inherited stocks, real estate, and business interests.

Clarissa Hartono, CFP® 6/30/26 Clarissa Hartono, CFP® 6/30/26

AI Voice Scams: How to Verify It’s Actually Family or Friends Calling

Scammers now use AI to mimic the voices of family and friends. Learn simple ways to verify whether a call is really from someone you know.

Carl Lachman, MBA, CFP® 6/15/26 Carl Lachman, MBA, CFP® 6/15/26

Stay the Course: Insights from the DFA Client Reception

DFA economist Apollo Lupescu joined Eclectic Associates to discuss AI, market valuations and why staying invested through uncertainty can help drive long-term success.

Russell W. Hall, CFP®, CPWA® 5/30/26 Russell W. Hall, CFP®, CPWA® 5/30/26

Don’t File It and Forget It: Tax Planning Starts Now

Tax planning starts with your Form 1040. We break down what to look for on last year's return to help find savings opportunities and avoid mistakes.

Aimee Calderon, CFP® 5/15/26 Aimee Calderon, CFP® 5/15/26

Net Unrealized Appreciation: When Company Stock in a 401(k) Gets Special Tax Treatment

If you own company stock in your 401(k), the net unrealized appreciation (NUA) strategy may reduce your tax bill. Here's how it works.

Russell W. Hall, CFP®, CPWA® 4/30/26 Russell W. Hall, CFP®, CPWA® 4/30/26

Think Twice Before Naming Your Trust as Beneficiary

We updated our guide on naming your trust as a retirement account beneficiary. Learn when it helps and when a simpler approach may serve you better.

Carl Lachman, MBA, CFP® 4/15/26 Carl Lachman, MBA, CFP® 4/15/26

Keep It or Toss It?

How long should you keep financial records and important documents? This article, updated for 2026, provides timelines for saving records, including what to keep forever.

David K. MacLeod, CFP®, CFA 3/30/26 David K. MacLeod, CFP®, CFA 3/30/26

2026 First Quarter Letter

We share our Q1 2026 investment perspective, including thoughts on market volatility, geopolitical risk, and why a disciplined long-term approach matters.

Carl Lachman, MBA, CFP® 3/15/26 Carl Lachman, MBA, CFP® 3/15/26

Multi-Generational Estate Planning Insights

Learn how multi-generational estate planning helps protect your family's legacy, reduce conflict, and ensure your wishes are honored across generations.

James I. Moore, CFP® 2/27/26 James I. Moore, CFP® 2/27/26

7 Roth Conversion Pitfalls

Roth conversions can save you thousands, but only if done right. Discover seven costly pitfalls to avoid before making your next conversion.

David K. MacLeod, CFP®, CFA 2/27/26 David K. MacLeod, CFP®, CFA 2/27/26

6 Investing Trends for 2026

From AI's economic impact to bond yields and ETFs, here are 6 investing trends Eclectic Associates is watching in 2026.

Russell W. Hall, CFP®, CPWA® 2/15/26 Russell W. Hall, CFP®, CPWA® 2/15/26

Trump Accounts Are Here, but Should They Replace Your Child's 529 Plan?

Free $1,000 for babies born 2025–2028? Here's what parents and grandparents need to know about the new Trump Account child savings program.

David K. MacLeod, CFP®, CFA 1/30/26 David K. MacLeod, CFP®, CFA 1/30/26

2025 Fourth Quarter Letter

A look back at 2025’s resilient markets, highlighting equity returns, global growth, valuation trends, and what today’s bond yields could mean going forward.

Clarissa Hartono, CFP® 1/15/26 Clarissa Hartono, CFP® 1/15/26

Protect Yourself from RATS!—How Scammers Can Take Control of Your Device

Scammers are using remote access tools (RATs) to take control of devices and access financial accounts. Learn the red flags and steps to reduce risk.

Carl Lachman 12/30/25 Carl Lachman 12/30/25

Navigating the Horizon: The Orange County Real Estate Report

Is OC’s housing market crashing? We share insights on current prices, 50-year loans, Prop. 19, and smart buyer strategies.

James I. Moore, CFP® 12/15/25 James I. Moore, CFP® 12/15/25

How Does a Roth IRA Work?

Looking to maximize retirement flexibility? Understand how Roth IRAs work, who can contribute, and how conversions or backdoor strategies may fit your plan.