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Blogs

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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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Deanna Dominguez | Jun 5, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Hand holding a large bundle of balloons
Deanna Dominguez | Jun 3, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Hand holding a page with several charts on it
Deanna Dominguez | Jun 1, 2024

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Deanna Dominguez | May 29, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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A black and white image of a couple laughing
Deanna Dominguez | May 27, 2024

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Deanna Dominguez | May 25, 2024

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Image of a sailboat sailing on a lake, with cloudy weather above.
Deanna Dominguez | May 22, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Deanna Dominguez | May 20, 2024

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Deanna Dominguez | May 18, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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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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