Dear Clients, As football and hockey take the main stage we must tip our hats and offer congratulations to the boys of summer. The Giants entertained, and the A’s almost pulled it off. We are pleased to report our thoughts on the market below. Third Quarter 2018 in Review US markets climbed to unprecedented levels…
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Tips for Preventing Fraud Online Cybercrime and fraud are serious threats and constant vigilance is key. While Silicon Valley Wealth Advisors play an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best…
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Dear Clients, Summer is here, baseball is in full swing, we are still floating on the rarified air of the Warriors championship, and vacations are upon us as we continue to explore the financial markets. Please read on for our thoughts about past, current, and musings about future market conditions. Second Quarter 2018 in Review…
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Dear Clients, We know spring is in full swing when the days grow longer and warmer. We also recognize that this is tax season, as the calls from CPA’s, tax professionals, and come at a fast clip. The volatility of the first quarter of 2018 was quite a shock relative to the experience in 2017….
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Dear Clients, In writing this letter, we reflect on the year and try to use this thinking to not only understand what occurred, but also help us shape our thinking for what lies ahead. These retrospectives conjure images, both positive and negative, about the path behind us and compel us to think what surprised us…
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As we enter October, we are now three quarters through a very eventful 2017. Summer has come to an end and Fall is officially here. As the days turn cool and the nights grow long we look forward to holidays spent gathered around tables with a mixture of both friends and family. Please read below…
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It was announced last week that Equifax suffered one of the largest security breaches in US History. While the breach was just announced, Equifax is reporting that they became aware of the breach in late July and that the breach was likely ongoing from May to July 2017. In other words, you may have already…
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Dear Clients and Friends, Another year has passed, and the time for year-end tax planning is upon us again. We have survived the second tax season with most of the big changes associated with the American Taxpayer Relief Act of 2013 (ATRA) which was signed into law on January 2, 2013, along with provisions in the…
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Dear Clients and Friends, Another year has passed, and the time for year-end tax planning is upon us again. We have survived the first tax season with most of the big changes associated with the American Taxpayer Relief Act of 2013 (ATRA) signed into law on January 2, 2013, and provisions in the Patient Protection…
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Silicon Valley Wealth Advisors introduces three new service platforms CAMPBELL, CA – November 18, 2013 – Lasecke Weil Wealth Advisory Group, a Registered Investment Advisor with offices in Campbell and Palo Alto, California, has changed its name to Silicon Valley Wealth Advisors, LLC. The new name reflects the firm’s commitment to offering comprehensive financial planning…
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