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12 Estate Planning Must-Dos

Submitted by CalBay Investments, Inc. on October 9th, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review.

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Beyond Retirement: Consider Your Other Goals

Submitted by CalBay Investments, Inc. on October 9th, 2020

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look beyond retirement when setting targets, no matter how old you are.

Identify Future Objectives

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How Corporate Bond Spreads Respond to Equity Market Volatility

Submitted by CalBay Investments, Inc. on September 29th, 2020

An old Wall Street adage says bond markets are smarter than equity markets, so when stocks encounter volatility, investors often look to the bond market for clues about the potential severity of equity market weakness.

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How Financial Planning Helps You Work Towards Your Self-Improvement Goals

Submitted by CalBay Investments, Inc. on September 9th, 2020

Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your personal goals. Learn more about why self-improvement is so important and how good financial planning will complement the goals you've set.

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Ideas for Reducing the Cost of College

Submitted by CalBay Investments, Inc. on September 9th, 2020

Mid-August is the time of year that our kids pack the U-Haul and head to college. And while they’re excited about a brand-new semester, it can be frightening to see the cost – and rising college debt – that comes with the college experience. What can our college students do to ease the price tag?

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Happy Birthday, Warren Buffett!

Submitted by CalBay Investments, Inc. on August 28th, 2020

This Sunday, Warren Buffett turns 90 years young.

“What can we say about one of the greatest investment minds that hasn’t already been said?” asked LPL Financial Chief Market Strategist Ryan Detrick. “We don’t think we can say anything new, so to celebrate his birthday, we’ll let him say it.

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Financial Planning Strategies

Submitted by CalBay Investments, Inc. on August 11th, 2020

Some of us may remember the “good old days,” when gasoline prices were as low as 25¢ per gallon. Others may recall when a can of soda cost 15¢. But prices tend to rise over time—sometimes steadily and sometimes abruptly.

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3 Healthy Habits That Improve Longevity

Submitted by CalBay Investments, Inc. on August 5th, 2020

Healthy habits help people to stave off illness, have more energy, feel better emotionally, and perform better. What some people may not realize is that leading a healthy lifestyle may also significantly improve your longevity. Healthy people are less likely to come down will avoidable illnesses and diseases that lead to health problems, which ultimately reduce their life span.

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Staying Productive While Working from Home

Submitted by CalBay Investments, Inc. on July 15th, 2020

If you're like many workers who have recently transitioned to a home office until the coronavirus crisis passes, you may be struggling to stay as productive as you once were.

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Reducing Risk with Diversification

Submitted by CalBay Investments, Inc. on July 7th, 2020

Diversification is a basic concept that's critical to building a portfolio able to withstand the test of time. It is the process of spreading your money among a variety of securities to reduce exposure to any one investment or asset class.

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