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News and Information

Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Natalie G. McIntosh, CFP® | Sep 14, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Natalie G. McIntosh, CFP® | Aug 26, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Natalie G. McIntosh, CFP® | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Arthur Q. Johnson | May 16, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Arthur Q. Johnson | Apr 13, 2022

The Importance of Financial Goals

Finance
Lifestyle

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Arthur Johnson | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Tips To Take Time Off Taxes | Mundoval Capital Management
Arthur Johnson | Mar 18, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Average 401(k) Fees Planning | Mundoval Capital Management
Natalie G. McIntosh, CFP® | Oct 11, 2021

Average 401(k) Fees for Plan Participants

Small Business Retirement Planning
According to the U.S. Government Accountability Office, almost 40% of 401(k) plan participants do not fully understand and have difficulty using the fee
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Natalie G. McIntosh, CFP® | Apr 27, 2021

Mundoval Capital Management explains the advantages of a 401(k) Plan versus the state-run CalSavers Plan.

Small Business Retirement Planning

WHAT IS CALSAVERS?

CalSavers is a law mandating all California business owners with 5 or more employees to provide a retirement plan to their employees. The

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Natalie G. McIntosh, CFP® | Oct 19, 2020

Helping business owners navigate the changing regulatory landscape around retirement plans

Retirement Planning
Business Ownership

California business owners are facing a new reality as the state has joined others in a move to expand retirement plan coverage for workers. The CalSavers Act

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Natalie G. McIntosh, CFP® | Jul 9, 2020

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance

 

Intro

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who

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Mundoval Capital Management | Feb 10, 2020

How can a Financial Advisor Can Assist me with Lowering Tax Liability?

Tax Planning

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the

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