Planning You Can Trust

Ep. 10 - Law Changes in 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act will take effect on January 1, 2020. This piece of legislation brings the first major retirement reform since 2006 - and with it, some beneficial (and not so beneficial) news for those looking to retire.

Ep. 9 - Planning for Special Needs and Disabilities

For the families of those with loved ones who have special needs, financial and estate planning can be of critical importance. Learn how a Chartered Special Needs Consultant® can help.

Ep. 8 - How to protect yourself in Market Volatility

During times of uncertainty, how can you ensure your investments are positioned properly? Here’s how you can protect yourself against market volatility.

Ep. 7 - Supercharge Your Body & Mind: Sugar, Inflammation, and Ketosis

Dr. Dung Trinh, an expert in brain health, held a recent seminar in collaboration with Alzheimer’s Orange County considering the link between the harmful effects of sugar and inflammation in our bodies, and how ketosis may help.

Ep. 6 - Staying Focused Through Change Seminar Recap

Ep. 5 - Welcome to 2019: Financial Crisis 10 Years Later

The 2008 financial crisis, resulting in the Great Recession, is regarded to be the worst economic disaster since the stock market crashed in 1929. How did it happen, and where are we with the financial crisis 10 years later? We take a look back at how things were then, and where we stand today. 

Chatterton & Associates - The Wealth Management Team, Inc. 

3061 E. La Palma Ave. Anaheim, CA 92806 | Office: (714) 572-2050

Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.

Ep. 4 - Why We Do Tax Projections at PYCT

Are your taxes being filed reactively – or worse - retroactively? When we do tax projections at PYCT, we have the chance to discover problems or opportunities before it is too late.

 

Chatterton & Associates, The Wealth Management Team, Inc. | 3061 E. La Palma Ave. Anaheim CA 92806 | Office: 714-572-2050

Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.

Ep. 3 - Are We Heading Toward A Bear Market?

After nine straight years of rising markets, some investors may be concerned that we are heading toward a bear market.

 

Chatterton & Associates - The Wealth Management Team, Inc. | 3061 E. La Palma Ave. Anaheim CA 92806 | Office: 714-572-2050

Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.

Ep. 2 - Quarter 1, 2018 Economic Update with Eric Oh, ChFC®, CFP®

After a blockbuster start to 2018, equity markets have been caught in a vicious circle of trading over the quarter’s last two months, with volatility and uncertainty taking center stage. While a combination of factors like solid earnings, upbeat economic data and new tax legislation have fueled some rallies, inflation fears, protectionist and anti-trade Trump policies, Washington turmoil and faster-than-expected interest rate hikes continue to weigh on equity market returns.

3061 E. La Palma Ave. Anaheim, CA 92806 | Office: (714) 572-2050

Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.

Ep. 1 - Building Your Legacy - Identify an Unbiased Point of Contact

When it comes to your financial health and estate planning, do you have someone in your life that you would consider a trusted contact? What is a trusted contact, and why is such a person good to have? In this Podcast, we explore FINRA rules 4512 and 2165, who would be considered a trusted contact, and steps that you can take to make sure that you’re protected.

3061 E. La Palma Ave. Anaheim, CA 92806 | Office: (714) 572-2050

Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.