Click the image to read a New Year’s message from our CEO.
A Message from Our CEO - Thinking of Veterans
Click the logo to read a letter from our CEO in honor of Veterans Day.
A Message from Our CEO - Brevity of Life
Click the logo to read a letter from our CEO about the Brevity of Life.
A Message from Our CEO - Independence
Click the image to read an Independence Day message from our CEO.
Smart & Tax Efficient Giving
Click the image to learn more about Smart and Tax Efficient Giving options.
What happened to Silicon Valley Bank?
A Message from our CEO in regard to the failure of Silicon Valley Bank.
Click the logo for the full article.
The Arena is 2023
A Message from our CEO as we jump into 2023!
Click the logo for the full article.
Toys for Tots Toy Drive
Statherόs was pleased to host our Cookies & Cocktails event in our new El Dorado Hills office location. A big thank you to all who brought a toy for the Toys for Tots toy drive this year. We are proud to deliver the collected toys on your behalf.
It was so nice to share a drink/cookie and laughs with many of you. We hope you all are enjoying this holiday season!
What's The Difference?
A Message from our CEO.
Click the logo for the full article.
A Bear of a Market
A Message from our CEO about the current state of our market.
Click the logo for the full article.
Russia Invades Ukraine
A Message from our CEO…we should let the markets do what they will while we expend our efforts sending thoughts and prayers out to those suffering under Russian invasion.
Click the photo for the full article.
Set Your Sails
Whichever way the winds of the markets blow…it is the setting of your sails that gets you to your destination.
Click the photo for the full article.
Veterans Day 2021
A reflection on this Veterans Day.
CalSavers is here: Are you ready?
ATTENTION ALL CA BUSINESS OWNERS: There is a new state-mandated retirement savings program for all California businesses with 5 or more employees, including non-profits. Businesses with 5+ employees may be penalized for not participating in this new IRA program unless they have their own qualified retirement plan in place for employees. We have noticed that many employers are unaware of this new requirement so we’re doing our best to spread the word.
Article written by Workest by Zenefits
Night Traps - An Independence Day Reflection
An Independence Day message from our CEO, Jake Parsons.
Advisors vs. Brokers: What's the difference?
With so many different terms being used to describe the role of a financial advisor, it’s important to recognize that not all are created equal. Each is different, offering different services and pricing to help their clients achieve their goals. In this article, we break it down the key differences to keep in mind when vetting your financial professional.
Click the photo for the full article.
Avoiding Money Blunders & Keeping Your Wealth
Generating wealth is one thing- keeping it is another thing, entirely. No matter where you are in your journey, the easiest way to stay on track is to avoid big mistakes. We found this article helpful in summarizing the biggest money blunders, and how to avoid them.
Tax Filing Season - Getting a Late Start
Tax filing season is getting a late start this year. The delay is due to implementation of key tax changes introduced in the December stimulus deal. Check out this article from Yahoo! Money to learn more about the pending changes. You may need to consult your tax professional to ensure you are maximizing the credits available to you.
Bring on the New Year!
Has there been a new year in recent remembrance that has been more welcome to arrive? Our CEO, Jake Parsons, embraces 2021 and reflects on what we’ve learned from 2020.
Click to read the full article.
401(k) Holiday To-Do List
We’re at the end of the year, 2021 is near.
Reviewing your retirement plan is nothing to fear.
You’re a plan fiduciary, what’s that mean?
Review your vendors, investments and fees.
With some simple tricks and a few tips,
You can check this task right off your list!
click the image to read the full list.