Charitable Gifting Strategy: Avoid Cash Donations

Many individuals and families find quantitative and qualitative benefits to contributing to non-profit organizations. Although the tax benefits have changed for some taxpayers due to the new tax reform that goes into effect in 2018, charitable contributions will continue to be an area that having appropriate planning will make a significant difference in the efficiency.. read more →

Having “The Talk” With Aging Parents

With 76 million people being born between the years 1946 and 1964, a lot of attention has been given to the Baby Boomer Generation’s impact on society- its sheer size forces the issue.  The Social Security Administration reports that everyday around 11,000 people within this demographic turns 65 years old and 10,000 of those are.. read more →

What All Star’s Reading #3

We are bringing back an old classic, “What All Star’s Reading”! This blog installment will outline the influential articles that have helped shape our views on investments, financial planning, tax planning, and the practices we implement to service you, our valued client. The articles we share will be geared towards you and we hope they.. read more →

Brexit Update

Dear Clients & Friends, We wanted to send you a quick note as we live through another historic day in the story of our global economy. The global reaction to the BREXIT decision (U.K.’s referendum to leave the European Union) is causing a plunge in world stocks today. We believe your portfolios are in a.. read more →

WELCOME – Meet Our Newest Team Members

JOHN SHEVLIN, Account Executive John joined the All Star team in September 2015 as an Account Executive. In his role, John will focus on creating a client-centric experience in which he can apply honesty, service, communication, and teamwork as the guiding principles in helping people plan and achieve their financial goals. Prior to joining All.. read more →

New Year, New You – Resolve to Improve Your Financial Health!

New Year, New You – Resolve to Improve Your Financial Health! Every year many of us resolve to eat better & exercise more – to improve our physical health.  This year add a plan to improve your financial health and here’s why: Just like exercise improves your well-being, so does having a financial plan and.. read more →

Too Good to Be True?

Have you ever been asked to invest in something that sounded too good to be true? Did you ask yourself, or even tell yourself “this seems too good to be true”, but still found yourself curious, maybe even willing to invest because of the excitement generated by the promise of “big returns”, an “exclusive offer”,.. read more →

The Infrastructure Opportunity

This summer a 90-year old pipe burst in Los Angeles, flooding the UCLA campus with 20 million gallons of water.  The estimated $8.1 billion repair cost equals the entire annual municipal budget.  The average age of water pipes east of the Mississippi is more than 70-years old while the U.S. public investment in infrastructure is.. read more →