Eclectic Insights

Featured
Navigating the Horizon: The Orange County Real Estate Report
Carl Lachman
Navigating the Horizon: The Orange County Real Estate Report
Carl Lachman

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

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Carl Lachman
How Does a Roth IRA Work?
James I. Moore, CFP®
How Does a Roth IRA Work?
James I. Moore, CFP®

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

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James I. Moore, CFP®
IRMAA Update: Key Numbers for High-Income Retirees
Aimee Calderon, CFP®
IRMAA Update: Key Numbers for High-Income Retirees
Aimee Calderon, CFP®

New IRMAA thresholds could raise your 2026 Medicare premiums. Find out how income impacts your costs and the steps you can take to manage them.

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Aimee Calderon, CFP®
How Does the Los Angeles Deferred Retirement Option Plan (DROP) Work?
Travis McShane
How Does the Los Angeles Deferred Retirement Option Plan (DROP) Work?
Travis McShane

DROP lets you boost retirement savings without leaving your job. Learn how it works and what to watch for when it’s time to cash out.

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Travis McShane
Fraud on the Rise—Be Careful!
Russell W. Hall, CFP®, CPWA®
Fraud on the Rise—Be Careful!
Russell W. Hall, CFP®, CPWA®

From social media pump-and-dump schemes to phony bank texts, financial fraud is evolving. Here’s what to watch for and how to stay safe.

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Russell W. Hall, CFP®, CPWA®
2025 Third Quarter Letter
David K. MacLeod, CFP®, CFA
2025 Third Quarter Letter
David K. MacLeod, CFP®, CFA

Strong Q3 gains came with puzzling economic signals. Learn why contradictions are common and why we believe a disciplined approach works best.

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David K. MacLeod, CFP®, CFA
Giving to Charity? Start Now!
Russell W. Hall, CFP®, CPWA®
Giving to Charity? Start Now!
Russell W. Hall, CFP®, CPWA®

The One Big Beautiful Bill Act affects charitable giving. Discover ways itemizers can maximize impact with DAFs and QCDs.

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Russell W. Hall, CFP®, CPWA®
What the “Big Beautiful Bill” Means for Your Taxes
Carl Lachman, MBA, CFP®
What the “Big Beautiful Bill” Means for Your Taxes
Carl Lachman, MBA, CFP®

Explore the key One Big Beautiful Bill Act (OBBBA) tax changes most likely to affect you now.

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Carl Lachman, MBA, CFP®

Eclectic Seminars

Our advisors often make presentations and educate groups of people in our community about how to make wise financial decisions. We now have an online listing of these upcoming seminars. Click the button below to view the calendar of presentations and instructions to register.

View Seminar Schedule