Blog
Welcome to the Sanchez Gaunt Capital Management LLC Blog—your resource for financial insights and market and economic updates.
We cover topics like market trends, retirement planning, and investment strategies. Whether you're navigating your 401(k), planning for retirement, or keeping an eye on the markets, our blog is here to help you stay informed so you can make great financial decisions.
Stay tuned for clear, actionable advice tailored for individuals seeking financial stability and growth in their golden years!
When Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?”That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall retirement...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high?Teaching teens and young adults about money is less about formal instruction and more about repeated...
Read MoreHelping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
Read MoreInvestor Ban: Will It Fix Housing… Or Break It?
On the March 13, 2026 episode of The Jon Sanchez Show, Jon Sanchez was joined by Dwight Millard of On Q Home Loans and Aaron Clark of Edge Realty for a timely discussion on a major housing bill that passed the Senate. The bill has...
Read MoreWill Falling Oil Bring Rate Cuts — And a Housing Boom?
On the March 10, 2026 episode of The Jon Sanchez Show, Jon Sanchez and guests Dwight Millard and Aaron Clark explored a question that has quickly moved to the center of market and housing conversations: if oil prices fall, could that...
Read MoreShow All
How the Iran War Is Affecting Mortgage Rates (and What That Means for Real Estate)
The Jon Sanchez Show episode that aired 03/03/26 (available on YouTube, Apple Podcasts, and Spotify) tackled a question that sounds like a riddle at first:“What does a conflict overseas have to do with my mortgage rate in Reno?”Answer:...
Read MoreThree Numbers Every Woman Should Know
Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...
Read MoreTax Prep vs. Tax Strategy: The Difference Matters More Than You Think
Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...
Read MoreUnderstanding the Emotions Behind Financial Decisions
Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...
Read MoreAI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...
Read MoreFed Day: The Rate Decision, Powell’s Message, and What Happens Next
Fed Day often arrives with fireworks. This one arrived with… a shrug.On the January 29, 2026 episode of The Jon Sanchez Show on NewsTalk 780 KOH, the focus turned to the Federal Reserve’s latest interest rate decision, Chairman Jerome...
Read More3 Real Estate Myths That Could Be Costing Buyers Big Opportunities
From The Jon Sanchez Show | Aired January 27, 2026 Available on YouTube, Apple Podcasts, and Spotify In today’s complex real estate environment, misinformation is one of the biggest barriers to opportunity. On the latest episode of The...
Read MoreSloppy Records, Expensive Mistakes: A Landlord’s Wake-Up Call
Being a landlord comes with opportunities—and responsibilities. On the January 20 episode of The Jon Sanchez Show, Jon was joined by Cory Edge of Edge Realty to discuss one often-overlooked but critical issue for property owners:...
Read MoreAI Trends and Economic Shifts: What Lies Ahead
Jason Gaunt walked listeners through a fast-moving landscape shaped by artificial intelligence, shifting economic signals, and a market increasingly driven by headlines rather than homework. For investors and families working with ...
Read More2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals. 2025 was a year marked by...
Read MoreAI and the Future of Small Business: How Entrepreneurs Will Make Money in 2026
on G. Sanchez, CEO of Sanchez Gaunt Capital Management, and his brother Dr. Dennis Sanchez, affectionately known as "The AI Doctor," launched a powerful conversation around AI and the future of small business—a theme they’ll be covering...
Read MoreAI in 2026: 5 Consumer Predictions That Will Change Everyday Life
From The Jon Sanchez Show (aired 12/29/2025) with Jon G. Sanchez and Dr. Dennis Sanchez (“the AI doctor”), plus a cameo from Bailey Sanchez.If 2025 felt like AI sprinting past you in cowboy boots, 2026 is the year it starts quietly...
Read MoreGoal Setting That Sticks: Simple Ways to Turn January Motivation into Lasting Wins
Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...
Read MoreThe Future of AI: Key Innovations That Shaped 2025
Insights from The Jon Sanchez Show | Aired 12/16/25 Artificial intelligence didn’t inch forward in 2025. It sprinted, spilled coffee, learned from it, and came back faster. On a recent episode of The Jon Sanchez Show on NewsTalk 780...
Read MoreThe Fed Speaks: What the Latest Rate Cut Signals for the Economy and Investors
Posted: December 11, 2025 By Sanchez Gaunt Capital Management As discussed on The Jon Sanchez Show – Available on YouTube, Apple Podcasts, and Spotify The Federal Reserve’s December meeting brought more than just a highly anticipated...
Read MoreWhy Every Woman Deserves a Seat at the Financial Table
Insights from The Jon Sanchez Show – Aired December 3, 2025 Available on YouTube, Apple Podcasts, and Spotify When it comes to family finances, one of the most persistent—and potentially harmful—myths is the idea that “he handles the...
Read MoreYear-End Strategies for Real Estate Investors: What to Prioritize Before 2026
As 2025 Winds Down, It’s Time for Real Estate Investors to Think Ahead With December officially here, forward-thinking real estate investors in Reno and across Northern Nevada are already laying the groundwork for 2026. On the latest...
Read MoreYear-End Giving Strategies: Tax-Smart and Impactful
Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...
Read MoreWhy You Should Start Your Familypreneur Business Before Year-End
If you’ve been dreaming about starting a family-run business, the hosts of The Jon Sanchez Show made one point loud and clear: starting before December 31st may give you an important head start for the new year. And don’t worry...
Read MoreThe Rise of the AI Familypreneur: A New Era for Building Family Legacy Businesses in Reno and Beyond
Published: November 25, 2025 As discussed on The Jon Sanchez Show – Listen on YouTube, Apple Podcasts, or Spotify. At Sanchez Gaunt Capital Management, we often say that our clients are family—and for CEO Jon Sanchez, that sentiment...
Read MoreOctober Housing Breakdown: What Reno Homeowners & Buyers Need to Know
When the latest housing data rolled in for October, the mood on The Jon Sanchez Show was a mix of relief, realism, and a whole lot of “well… that could’ve been worse.” Think of it like stepping on the scale after Thanksgiving weekend...
Read MoreSecrets Behind the Solopreneur: What It Really Takes to Thrive in Today’s Economy
Inspired by The Jon Sanchez Show — Air Date: 11/18/25 Being a solopreneur today isn’t just about having a great idea, a laptop, and a favorite coffee mug. It’s more like stepping into the arena as a one-person super-athlete—mindset...
Read MoreBehind the Curtain: What Reno Homebuyers Should Know About Builder Mortgage Incentives
On the latest episode of The Jon Sanchez Show, the team dove deep into one of the most buzzworthy headlines in real estate financing—builder-sponsored mortgage incentives. At first glance, they sound like a dream. Who wouldn't want a 3.99%
Read MoreWhen Only One Knows: The Hidden Financial Risk in Your Relationship
Imagine this: one day, you’re handed the keys to your entire household's finances—investments, bills, bank accounts, insurance, the works. The only problem? You have no idea where anything is… or even what half of it means.
Read MoreThe True Costs of Caring for Aging Parents
Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...
Read MoreGolden Handcuffs: The Hidden Force Behind Reno’s Housing Shortage
Posted November 12, 2025 | By Sanchez Gaunt Capital Management (As heard on The Jon Sanchez Show, 11/11/25 – available on YouTube, Apple Podcasts, and Spotify) If you're wondering why homes in Reno seem harder to find than a parking...
Read MoreHow AI Can Turn a Small Business Into a Marketing Machine
Insights from The Jon Sanchez Show – Aired November 10, 2025 Available on YouTube, Apple Podcasts, and Spotify When AI Becomes Your Marketing Department Jon Sanchez opened this episode of The Jon Sanchez Show on News Talk 780 KOH with...
Read MoreMoney Talks: How to Use Holiday Gatherings to Start Family Financial Conversations
Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...
Read MoreFed Rate Decision & Economic Outlook: What It Means for Investors
It was a big Wednesday on The Jon Sanchez Show. Between the Federal Reserve’s latest rate decision, market volatility, and a flood of tech earnings, Jon Sanchez and Jason Gaunt had plenty to unpack. As expected, the Fed announced a ...
Read MoreTurning Home Equity into Retirement Cash Flow
For many homeowners, especially retirees in Reno, Nevada, home equity represents a significant portion of personal net worth. Yet, while it's a valuable asset, equity sitting in a home isn’t generating income—until it’s strategically...
Read MoreThe Risks and Rewards of Becoming an AI Solopreneur — Is It Right for You?
The rise of artificial intelligence (AI) is no longer a concept reserved for tech giants and developers. Increasingly, solo business owners—or “AI solopreneurs”—are harnessing the power of generative AI to build lean, nimble, and scalable..
Read MorePower of Tax-Deferred Exchanges: A Financial Strategy for Smart Real Estate Investors
When it comes to building and preserving long-term wealth through real estate, few tools are as impactful—or as underutilized—as the 1031 tax-deferred exchange. On the October 23 episode of The Jon Sanchez Show on NewsTalk 780 KOH...
Read MoreHow Artificial Intelligence Is Reshaping Real Estate – Part 2
If you’ve ever searched for a home online, you’ve already felt the quiet hand of artificial intelligence at work. In Part 2 of The Jon Sanchez Show discussion on AI and real estate, Jon G. Sanchez, Cory Edge of Edge Realty, and Dwight...
Read More7 Steps to Family Asset Protection
When it comes to financial planning, most people focus on accumulation—earning, saving, investing. But what about preservation? That was the focus of the October 15 episode of The Jon Sanchez Show, where Jon Sanchez and Jason Gaunt shifted.
Read MoreHow AI Is Reshaping Real Estate
As heard on The Jon Sanchez Show, October 14, 2025 — listen on YouTube, Apple Podcasts, and Spotify The world of real estate is getting an artificial-intelligence makeover—and it’s changing how we buy, sell, and even build our...
Read MoreShould You Pay Off Your Mortgage Early?
Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might seem simple. But in reality, it requires...
Read More7 Traits of a Successful Solopreneur in the Age of AI
In today’s ever-changing economic landscape—marked by government layoffs, rapid technological shifts, and a growing reliance on digital tools—more individuals are turning to solopreneurship as a viable and empowering path forward...
Read MoreWhat To Do After Inheriting a Home: A Financial Planner’s Guide
The largest generational wealth transfer in history is underway. As millions of Baby Boomers pass down assets to their heirs, a significant portion of that wealth will be tied to real estate. If you’re in Reno, Nevada—or anywhere across the
Read MoreNavigating Solo Retirement: A Guide to Planning with Purpose and Peace of Mind
Retirement is often envisioned as a well-earned chapter spent enjoying freedom with a life partner. But for many in Northern Nevada and beyond, that journey is increasingly being navigated alone. Whether due to divorce, the loss of a spouse
Read MoreWhat to Do After You Inherit a Home
Episode aired October 7, 2025 — The Jon Sanchez Show on NewsTalk 780 KOH The “Lottery” of Inheriting a Home — and Why It’s Not That Simple When you inherit a home, it can feel like you’ve hit the jackpot — but the truth is, it’s more...
Read MoreAlternative Real Estate Cash Flow Strategies—Without Being a Landlord
Posted October 3, 2025 Based on The Jon Sanchez Show, aired 10/02/2025 – Available on Apple Podcasts & Spotify In today’s evolving investment environment, some investors are exploring real estate opportunities that provide potential...
Read MoreWhat the Government Shutdown Means for Your Finances
By Sanchez Gaunt Capital Management Published: October 2, 2025 As Washington entered yet another government shutdown, many Americans—especially federal workers and contractors—are asking: What does this mean for my finances? On the...
Read MoreHow a Potential Government Shutdown Could Impact Real Estate Markets
As the clock ticks toward a potential federal government shutdown, many are wondering how this political impasse could ripple through the U.S. housing market. On the September 30th episode of The Jon Sanchez Show, Jon was joined by his long
Read MoreA 2025 Guide to Protecting Seniors from Fraud
If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...
Read MoreHow AI Is Empowering a New Era of Solopreneurs
Insights from The Jon Sanchez Show — Episode Aired 09/29/25 Artificial intelligence isn’t just reshaping corporate workflows or optimizing investment models—it’s fundamentally redefining how individuals launch and operate businesses....
Read MoreHow to Save Your Marriage During a Home Remodel
Insights from the Jon Sanchez Show – Aired 09/25/2025 If you're thinking about remodeling your home instead of moving in today's high-rate environment, you're not alone—and you're not crazy. But as Jon Sanchez said on The Jon Sanchez...
Read MoreWhat Financial Planners in Reno Should Know About Market Sentiment, Government Stakeholding & Retire
Insights from The Jon Sanchez Show – Aired 9/24/25 Financial markets often send signals before headlines do—and on the latest episode of The Jon Sanchez Show (available on Apple Podcasts and Spotify), Jon Sanchez and Jason Gaunt of...
Read MoreHow to Turn the Dream of Homeownership Into Reality
As discussed on the Jon Sanchez Show | Aired September 23, 2025 | Available on Apple Podcasts & Spotify For many, the dream of owning a home can feel distant—especially in markets like Reno, Nevada, where affordability challenges and...
Read MoreWhat Does Nvidia’s $100 Billion Investment Mean for You?
On September 22, 2025, The Jon Sanchez Show on NewsTalk 780 KOH dove into one of the biggest technology announcements of the year: Nvidia’s $100 billion investment into OpenAI. This surprising partnership between Nvidia CEO Jensen...
Read MorePost-Fed Real Estate Playbook: How Tomorrow’s Rate Decision Could Impact You
The real estate world is buzzing with anticipation as the Federal Reserve prepares to announce its interest rate decision. On the September 16, 2025, episode of the Jon Sanchez Show, Jon Sanchez, Reno financial advisor at Sanchez Gaunt...
Read MoreHow Today’s Fed Interest Rate Decision May Impact Your Financial Life
The Federal Reserve’s latest interest rate decision has significant implications for your finances, from mortgages to investments. On the September 17, 2025 episode of The Jon Sanchez Show, Jon Sanchez and Jason Gaunt, Reno financial...
Read MoreAugust 2025 Housing Market Snapshot: Reno & Sparks Real Estate Trends
As we navigate the second half of 2025, the Reno-Sparks housing market is showing signs of recalibration. For high-net-worth individuals and long-term investors, understanding these trends is key—not just for real estate decisions, but...
Read MoreDo You Really Need to Own a House in Retirement?
For most of our working lives, homeownership is seen as the ultimate financial goal. Build equity, watch your property appreciate, and one day, the house will be paid off—providing both security and wealth. But when retirement rolls...
Read MoreHow Does the Backdoor Roth IRA Work?
On the September 10, 2025 episode of The Jon Sanchez Show (available on Apple Podcasts and Spotify), Jon Sanchez and co-host Jason Gaunt, Reno financial advisors at Sanchez Gaunt Capital Management, broke down one of the most powerful...
Read MoreOpenAI Aims to Certify 10 Million Americans in AI by 2030: What This Means for Your Career
The world of work is changing faster than ever—and artificial intelligence (AI) is at the forefront. On the September 15, 2025, episode of the Jon Sanchez Show, Jon Sanchez (Reno financial advisor at Sanchez Gaunt Capital Management,)...
Read MoreSmart Moves to Consider Before Year-End
The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...
Read MoreCatching Up After 50: What to Do If You're Behind on Retirement Savings
Based on The Jon Sanchez Show (Aired September 8, 2025) Hitting 50 can be a major milestone—not just personally, but financially. For many, it's the moment when the "retirement lightbulb" turns on. If you're looking at your savings and...
Read MoreHow to Afford the $5 Million American Dream
Based on The Jon Sanchez Show, Aired September 3, 2025 What does it actually cost to live out the “American Dream” today? According to recent research by Investopedia, the total price tag across a typical adult lifetime now exceeds $5...
Read MoreCan You Back Out of a Real Estate Deal?
Based on The Jon Sanchez Show (Aired September 4, 2025 It’s a question more buyers are asking lately:Can I back out of this real estate contract—and if so, at what cost? As the housing market transitions away from the ultra-competitive...
Read MoreCould “No” Tariffs Upend the Housing Market?
In a surprising turn of events last week, a federal appellate court ruling challenged the legality of former President Trump’s emergency tariff powers—sending shockwaves through both the equity and bond markets. On the September 2...
Read MoreBreaking Down the One Big Beautiful Bill Act: What You Need to Know
The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...
Read MoreFed Shakeup, Mortgage Fraud Allegations, and Student Loan Surprises: Key Takeaways from The Jon Sanc
🎙️ Episode Aired: August 26, 2025 📍 Available on Apple Podcasts & Spotify On the August 26th episode of The Jon Sanchez Show, Jon was joined by Dwight Millard of Highlands Mortgage and Cory Edge of Edge Realty to unpack a storm of...
Read MoreFed Shakeup, Mortgage Fraud Allegations, and Student Loan Surprises
On the August 26th episode of The Jon Sanchez Show, Jon was joined by Dwight Millard of Highlands Mortgage and Cory Edge of Edge Realty to unpack a storm of breaking news and emerging financial issues. This episode covered: The...
Read MoreWhy More Families Are Choosing to Gift Wealth Earlier—and How to Do It
Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....
Read MoreWhat You Need to Know About the 2025 Changes to Inherited IRA Rules
The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...
Read MoreBeyond Salary: Understanding Your Total Compensation
Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...
Read MoreHow Much Do You Really Know About Stock Market Indexes?
While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...
Read MoreHow Do You Turn Retirement Savings into a Reliable Income Strategy?
You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...
Read More“The Four Most Dangerous Words In Investing Are: ‘This Time It’s Different.’” – Sir John Templeton
Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...
Read MoreWhat’s the Job Market Look Like for 2025 Graduates?
It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...
Read MoreWhat Is a Bond Credit Rating—And Why Do I Care?
When most people think about investing, stocks tend to steal the spotlight. But for investors seeking stability, income, or a hedge against equity market volatility, bonds play a central role. And understanding one key feature of...
Read MoreNorthern Nevada Real Estate Update: Are Prices Peaking or Just Pausing?
April 2025 Market Insight from Sanchez Gaunt Capital Management The Northern Nevada housing market continues to defy gravity—at least for now. On the May 15 episode of The Jon Sanchez Show, our own Jason Gaunt joined local real estate...
Read MoreThe 9 Retirement Risks You Can’t Afford to Ignore in 2025
Retirement today isn’t what it used to be. For many Americans, stepping into retirement means entering a new chapter filled with opportunity—but also uncertainty. In a recent episode of The Jon Sanchez Show (aired May 14, 2025), Jon...
Read MoreIs It Smarter to Buy or Rent a Second Home?
As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...
Read More6 Questions to Ask a Lender Before You Hire Them
Featured on The Jon Sanchez Show – May 14, 2025 | Available on Apple Podcasts & Spotify Choosing the right mortgage lender is more than just chasing the lowest interest rate—it’s about partnering with someone who understands your...
Read MoreWhat Should a Retiree Do With Their Home? Four Options That Deserve a Closer Look
When it comes to retirement planning, one of the most emotionally and financially significant questions we help our clients navigate is this:What should I do with my home? It’s a question that rarely has a one-size-fits-all answer....
Read MoreThe Science (and Strategy) of Setting the Right Rent
As a property owner, few decisions carry as much long-term impact as the rent you choose to charge. Whether you're working with a property manager or self-managing your investment, pricing too high or too low can have ripple effects on...
Read MoreFrom Renter to Homeowner: Financial and Mental Steps to Prepare for the Journey
Buying a home for the first time is more than a transaction—it’s a transformation. On a recent episode of The Jon Sanchez Show, Dwight Millard (Synergy One Lending) and Aaron Clark (Edge Realty) joined Jon to walk through the practical...
Read More9 Tariff Indicators That May Negatively Affect the Housing Market
Tariffs may start at the port—but their economic impact ripples all the way to your front door. On The Jon Sanchez Show, we explored how ongoing tariff policies could be placing significant pressure on the U.S. housing market. Here are...
Read MoreFrom College Acceptances to Affordability: Considerations for Families in the Final Stretch
April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...
Read More9 Tariff Indicators That May Negatively Affect the Housing Market
Tariffs may start at the port—but their economic impact ripples all the way to your front door. On The Jon Sanchez Show, we explored how ongoing tariff policies could be placing significant pressure on the U.S. housing market. Here are...
Read MoreAre We Near a Market Bottom?
Are We Near a Market Bottom? Reading Between the Lines of Market Chaos If you're feeling whiplashed by the markets lately, you're not alone. On Monday, April 7, markets experienced one of the most volatile stretches in recent...
Read MoreMarket Turbulence: What April 3rd Taught Us About Risk—and Resilience
April 3, 2025, will be remembered as one of the most jarring trading sessions in recent years. Fueled by the sudden announcement of sweeping new tariffs from the Trump administration, U.S. equity markets sold off sharply—erasing...
Read MoreUncertainty, Tariffs, and the Real Estate Ripple
The second quarter begins under the shadow of a major economic pivot: a 20% flat tariff, announced by the White House, is now set to take effect immediately. While the political rhetoric frames this as a “reciprocal tariff,” market...
Read MoreSpring Into Financial Wellness: Actionable Steps for Financial Literacy Month
April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...
Read MoreYour First Rental Property: 12 Steps to Start Investing with Confidence
Buying your first rental property can be one of the most exciting financial milestones — but without the right guidance, it can also feel overwhelming. To help simplify the process, we’ve outlined a 12-step framework to guide...
Read More10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs
One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...
Read MoreSix Types of Investment Risk and How to Protect Your Portfolio
In a rapidly changing market environment, understanding investment risk isn’t just important—it’s essential. Whether you're just beginning to build wealth or managing a substantial portfolio, you need a clear view of the risks that...
Read More3 Creative Ways to Lock in a Lower Mortgage Rate
With interest rates remaining elevated and market volatility becoming the norm, securing a favorable mortgage rate in 2025 takes more than timing—it takes strategy. On a recent episode of The Jon Sanchez Show, Jon was joined by...
Read MoreDo You Know What’s in Your Portfolio?
Do you really know what’s in your portfolio? A recent Jon Sanchez Show episode revealed how a lack of oversight led to costly mistakes. Stay informed on your stocks, mutual funds, and bonds to avoid surprises.
Read MoreThe Young Investor’s New Path
The Young Investor’s New Path: Are Old Retirement Strategies Still the Best? Are younger generations throwing out the traditional retirement playbook?
Read MoreThe Evolving Role of Women in Family Finances
March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...
Read MoreDon’t Leave Money Behind: Finding Your Missing 401(k)s
You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...
Read MoreHow to Create a 9-Point Financial Contingency Plan
Build a 9-point financial contingency plan: establish an emergency fund, diversify income, manage budget, mitigate investment risks, optimize debt, review insurance, stress-test finances, update estate plan, and secure key documents.
Read MoreTax season brings a new wave of identity theft risks
Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...
Read More10 Facts You May Not Know About Social Security
Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...
Read MoreInnovative New Year's Resolutions: Financial and Personal Growth Strategies for 2025
Looks like New Year's resolutions are still going strong in 2025! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...
Read MoreMarket Recap and Outlook: Navigating September’s Ups and Downs
Market Recap and Outlook: Navigating September’s Ups and Downs September 3, 2024 As we step into September, it’s time to take a closer look at the current market landscape, reflecting on the month that was and the potential that lies...
Read MoreHow to Catch Up on Retirement Savings – It’s Never Too Late
Are you feeling behind on your retirement savings? If so, you’re not alone. Many of us find that life’s expenses have a way of derailing our best savings intentions. But don’t worry—there are practical steps you can take right now to...
Read MoreThe Perfect Storm—Why Now Might Be the Right Time to Downsize
It’s time to dive into a topic that’s becoming increasingly relevant: downsizing. Whether you’re a baby boomer looking to simplify your life or someone just looking to cut down on costs, there’s a lot to consider before making the big...
Read MoreOne-Year Retirement Countdown
Your One-Year Retirement Countdown: A Comprehensive Checklist for a Smooth Transition As you approach retirement, having a clear plan is essential to ensure a smooth and enjoyable transition. Here’s a comprehensive one-year retirement...
Read MorePreparing for Life After Losing a Spouse
Facing the loss of a spouse is one of life’s most challenging events, both emotionally and financially. It’s crucial to prepare for this inevitable transition to alleviate the financial stress that often accompanies loss, allowing you...
Read More9 Strategies to Handle Market Volatility Like a Pro
When the market becomes unpredictable, it’s easy to feel anxious, especially after a week like we’ve just had. On Monday, August 5th, investors woke up to a global market sell-off, starting in Japan and rolling over to U.S. markets...
Read MoreTurning to Mom and Dad for Home Buying Help: A Personal Perspective
Helping your children buy their first home is a topic that’s close to many hearts. It’s something many have dealt with personally and professionally, and you may have faced it too. Today’s real estate market is drastically different...
Read MoreNaming Your Beneficiaries
Why It Is Critical To Name Proper Beneficiaries For Your IRAs, 401(k)’s, Life Insurance And Any Other Account That Allows You To Name A Beneficiary As your advisor, we strive each and every day to ensure that your retirement dreams...
Read MoreUnveiling the Secret Sauce of Business Success: Back to Basics with Jon and Jason
Ah, the whirlwind adventure of being a business owner! It’s like juggling flaming torches while riding a unicycle on a tightrope. You’ve got a million things on your plate, and most people don’t even realize the half of it! But fear...
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