Relying solely on the S&P 500? While its past performance is impressive, concentration and valuation risks can create major setbacks. Diversification is key to weathering market downturns and pursuing your...
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The S&P 500: Pros and Cons
Relying solely on the S&P 500? While its past performance is impressive, concentration and valuation risks can create major setbacks....
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Everest Annual Newsletter: December 2024
We’re proud to share how 2024 has been a year of growth and success. Thank you for trusting us with...
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Maximize Giving Potential and Support Your Favorite Charity
By Ranga Srinivasan and Ramprasad Satagopan As financial advisors in Cupertino, CA, Everest strives to provide guidance and education on...
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Understanding and Mitigating Capital Gains Taxes in Household Portfolios
By Ranga Srinivasan and Ramprasad Satagopan As financial advisors in Cupertino, CA, Everest strives to provide guidance and education on...
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The Importance of Household Balance Sheet Planning
By Ranga Srinivasan and Ramprasad Satagopan Balance sheet planning at the household level can aid in better decision-making and goal-setting,...
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Managing Liquidity Smartly
Liquidity, like two sides of a coin, can be viewed from two perspectives. On one side is a family’s need...
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