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Blogs

Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Deanna Dominguez | May 15, 2024

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Deanna Dominguez | May 13, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A row of houses along a canal
Deanna Dominguez | May 11, 2024

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Hand holding a bill with a red "Past Due" stamp on it
Deanna Dominguez | May 8, 2024

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Deanna Dominguez | May 6, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Deanna Dominguez | May 6, 2024

May 2024 Outook

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Deanna Dominguez | May 4, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

Read More
A calculator and a pen on top of a graph
Deanna Dominguez | May 1, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Deanna Dominguez | Apr 29, 2024

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Parent reading a book to their newborn child
Deanna Dominguez | Apr 28, 2024

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Man sitting on a park bench and working on a laptop
Deanna Dominguez | Apr 24, 2024

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Toddler standing at the bottom of a stone staircase
Deanna Dominguez | Apr 22, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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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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