Articles, White Papers, Videos & Commentary
FPA of the East Bay has attracted premier organizations in financial services as sponsors. These experts provide white papers, webinars, and other resources to members in the fields of professional growth, investment management, practice management, lending and insurance solutions, executive coaching, and more. Below is recent content specifically for our members from our sponsors. If you are a sponsor and would like to submit materials for this page CLICK HERE
All Value Tilted 2021 Q4
Active Tax Indexing is the process of identifying investment losses in a client’s taxable investment portfolio and selling those securities to recognize the loss. Those capital losses are utilized to offset gains. This harvesting technique is designed to reduce taxes and improve after-tax returns (i.e.create “tax alpha”). Our approach customizes the portfolio to meet the need(s) of the individual client.
Opportunity Zone Program Regulation Update
The Qualified Opportunity Zone Program (“QOZ Program”) final regulations were released on December 19, 2019 by the U.S. Treasury Department,
and the IRS has provided additional relief for qualified opportunity funds (“QOFs”) and their investors in response to the COVID-19 pandemic in Notice 2021-10 (“Notice 2021-10”) on January 19, 2021. As a result, investors now have additional flexibility for certain capital gains realized in 2019 or 2020 that may be eligible for an investment in the QOZ Program until March 31, 2021.
David Shaffer Insurance Services
- A Guide to Earthquake Insurance and EQ Risk Management for Financial Planners
- Bringing Into Focus P & C Protection Gaps in the Financial Planning Process and How to Eliminate Them
- Bridging the Property & Casualty Gap – from the Journal of Financial Planning
- Retired Lady $500K Under Insured Fire Loss
- Retired Lady $1M Under Insured Loss
- eMoney Example on Impact on Financial Plan due to Underinsurance
- What is Your Financial Planning Weakness?
- Not If, but When
Virtual Meetings Checklist
Working remotely and communicating virtually have become the new standard. How you present yourself to other takes on a higher level of significance and accountability. That’ why your presentations have to be more than just effective – they need to be a seamless and professional performance.
We’ve prepared this checklist to help your next event go smoothly.
Market Declines: A History of Recoveries
This is a timely piece from MFS that helps investors understand Market Declines (all the way through the great depression) and the subsequent recoveries.
Cyclical Outlook – March 2022
Significant uncertainty clouds the outlook as the global economy confronts a shock that is negative for growth and will likely spur further inflation. In our base case, growth remains supported by the post pandemic economic reopening and pent-up savings bolstering demand, and inflation may peak in the next few months and then moderate gradually. However, there are obvious risks to this outlook, especially if the Russia–Ukraine war escalates further, including the risk of a recession
over the cyclical horizon.
Please note: The Sponsor Circle web page is publicly available and relevant compliance requirements apply (i.e., we cannot distinguish between retail or professional viewers). Educational material, event invitations, and generic firm brochures are appropriate. No product pitches or fact sheets. All Sponsor Circle materials must be submitted via the website content submission form and will be reviewed and approved for posting by the Sponsorship Director of the East Bay FPA Board. Please limit submissions to one piece of content and one event per Sponsor, per month.
This page may contain hyperlinks to content and/or websites operated by Sponsors and other parties. The Board may not have screened or reviewed these websites, and they may contain or offer inaccurate, inappropriate or offensive material, products or services. The Board does not control such websites and assumes no responsibility or liability for the accuracy, reliability, legality or decency of their content, products or services. Any such hyperlinks are provided for the convenience of our membership only. The Board’s inclusion of hyperlinks to such websites does not imply any endorsement of the material on them or any association with their operators.