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Blogs

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Deanna Dominguez | Jul 24, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Two yellow balloons with smiley faces on them
Deanna Dominguez | Jul 17, 2024

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Deanna Dominguez | Jul 10, 2024

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Close-up image of an elderly hand being held by a younger-looking hand
Deanna Dominguez | Jul 3, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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A teenager holding a yellow and blue longboard talking to her friend
Deanna Dominguez | Jun 26, 2024

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Digital art of a lawyer standing next to a large document and gavel.
Deanna Dominguez | Jun 19, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Deanna Dominguez | Jun 17, 2024

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Deanna Dominguez | Jun 15, 2024

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Deanna Dominguez | Jun 12, 2024

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A couple working in their kitchen together
Deanna Dominguez | Jun 10, 2024

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Deanna Dominguez | Jun 8, 2024

June 2024 Outlook

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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Deanna Dominguez | Jun 8, 2024

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Locations

634 N. Santa Cruz Ave. Suite 114
Los Gatos, CA 95008

16 N. Marengo Ave. Suite 500
Pasadena, CA 91101

Contact Info

E | connect@novuswg.com

     

Los Gatos
P | 408-395-1510

Pasadena
P | 626-289-8974

Bradley Marshall, Donald Elliott, and Robert Claros are registered representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Brad Marshall, Los Gatos, CA. CA Insurance License #0B95837. Robert Claros, Pasadena, CA. CA Insurance License #0J18703.

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