Financial Planning
If you or your clients, or their children, are considering graduate or professional school, it’s important to be aware of proposed changes to the federal Grad PLUS Loan program. These changes could significantly impact the affordability and accessibility of advanced...
Market Update
Q1 2025 Market Recap Markets faced renewed volatility in the first quarter of 2025, with major indices posting modest declines. Investor optimism early in the year, driven by expectations for pro-growth policies and interest rate cuts, was ultimately overshadowed by...
Life at Callan
The strategic partnership expands multi-generational family office capabilities across different client segments La Jolla, CA – March 25, 2025 – AlphaCore Wealth Advisory (“AlphaCore”), an independent registered investment advisory firm, announced today its merger...
Financial Planning
Diversifying Investment Portfolios A well-balanced investment portfolio is crucial for long-term financial stability. As retirement nears, adjusting asset allocations to align with risk tolerance and time horizon is key. Transitioning to conservative investments while...
Financial Planning
The 2025 tax filing season has officially begun, marking the time when millions of Americans must file their 2024 income tax returns with the Internal Revenue Service (IRS). As of January 27, 2025, the IRS is now accepting and processing tax returns, kicking off what...
