The California poppy, the state flower, can be found near Sacramento's Financial Advisors, GBB.
 

Resources

GBB Wealth White Papers

Five Strategies for
Managing a Business Sale
Five Strategies for Being a
Successful Family Trustee
Five Strategies for
Preserving an Inheritance

 

The views expressed are not necessarily the opinion of Royal Alliance Associates Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Individual circumstances vary. Investing is subject to risks including loss of principal invested. No strategy can assure a profit against loss. Foreign investments involve special risks including greater economic, political, and currency fluctuation risks, which may be even greater in emerging markets. Indices cannot be invested in directly, are unmanaged and do not incur management fees, costs or expenses. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance is not a guarantee of future results. The information should be relied upon when coordinated with individual professional advice.

 

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here