Third Quarter Newsletter – 2016
Third Quarter, 2016 Dear Client, We are pleased to present our third quarterly newsletter for 2016. We hope you find...
Peter Prescott, a University of California at Berkeley graduate, was rigorously trained as a CPA at one of the world’s premier firms, Price Waterhouse (now PricewaterhouseCoopers). Peter honed his skills working with Fortune 500 level companies like Baskin-Robbins and Lloyds Bank. Peter’s expertise extends well beyond a steep tax background. He holds a Personal Financial Specialist (PFS) issued by the American Institute of Certified Public Accountants and has received a professional designation from UCLA’s Personal Financial Planner (PFP) program. He is also an Accredited Investment Fiduciary® (AIF), which is focused on issues for trusts, 401(k), pension plans and other situations involving fiduciary expertise.
Third Quarter, 2016 Dear Client, We are pleased to present our third quarterly newsletter for 2016. We hope you find...
by Peter Prescott Although some of you may have already been introduced to the following information, it is always nice...
by Peter Prescott Choosing a retirement plan is one of the most difficult, and critical, questions that I answer as...
by Atish Bagrodia What is Brexit? On June 23rd, the United Kingdom will hold an in-out referendum on whether or...
Second Quarter, 2016 Dear Client, We are pleased to present our second quarterly newsletter for 2016. We hope you find...
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