OC 500: Jeff Motske

Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim […]

5 Money Conversations to Have With Your Kids Before They Go to College

It’s never too early to begin discussing the concept of money and personal finances with your children. In fact, some financial experts suggest these conversations should begin during elementary school. For parents who missed that boat (and you’re not alone if that’s you), all is not lost. It’s even more critical to sit your child […]

5 Crucial Questions to Ask Before Paying for Your Child’s College Education

As a parent, it’s natural to want to help your children succeed. In fact, in our recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education. If you plan to pay for all of your child’s college expenses, you can expect to shell out tens […]