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Canter Wealth

As Anticipated, Interest Rates Rise

As Anticipated, Interest Rates Rise

The Federal Reserve’s latest policy move corresponds to market expectations. Wednesday, the Federal Reserve raised its key interest rate by 0.25%. That decision surprised no one – at least no one in the financial markets. Hours before the announcement, the CME Group’s FedWatch Tool, which calculates the chance of interest

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Canter Featured in Inc.!

Canter Featured in Inc.!

Click here to view the original article! Innovation can play a key role in the success of any company. One of the industries that has proven to be the slowest to innovate is the financial planning industry. Entrepreneurs are currently using innovation to provide younger generations with alternatives to engage in this market. In this

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Should You Pay Off Your Home Before You Retire?

Before you make any extra mortgage payments, consider some factors. Should you own your home free and clear before you retire? At first glance, the answer would seem to be “absolutely, if at all possible.” Retiring with less debt … isn’t that a good thing? Why not make a few

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How A New Field of Financial Planning is Protecting Real Estate Owners From Market Downturns

How A New Field of Financial Planning is Protecting Real Estate Owners From Market Downturns

Eight years ago the market experienced a shock, the repercussions of which are still being felt today. But the market is capable of building immunities over time and a new branch of financial planning called Integrated Asset Management (IAM) is one of them. So called because it incorporates in depth

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Women Need to Take Charge of Their Money

Women Need to Take Charge of Their Money Why do so many of us delegate financial responsibilities to others?    Are you one of the growing number of women handling their own finances or do you prefer to leave that aspect of your life in the hands of someone else?

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Your Financial To-Do List

Your Financial To-Do List 8 Essentials to consider yearly Managing your finances can be an overwhelming task, but is critical when it comes to maintaining your financial health.  As your life evolves, so does the extent to which you need to keep track of your financial health. In an effort to

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The Brexit Heard Round The World

The Brexit Shakes Global Markets  A worldwide selloff occurs after the United Kingdom votes to leave the European Union. A wave of anxiety hit Wall Street Friday morning. Thursday night, the United Kingdom elected to become the first nation state to leave the European Union. The “Brexit” can potentially be

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“I don’t need estate planning…. do I?”

"I don't need estate planning.... do I?"

Anyone who has an estate should consider creating an estate plan. Beyond a will which states what you would like to have happen with your assets, an estate plan organizes and provides what is necessary to actually make those things happen. 
What is included in my estate? Yes. Your estate

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The Anatomy of a Grant Sheet

The Anatomy of a Grant Sheet

Stock Options Explained Canter Wealth is teaming up with TriVant Custom Portfolio Group to deliver a series of informative documents and  blog posts to lay out the fundamentals of stock option agreements and how best to take advantage of them! Download the full webinar here Here, we dissect the Grant Sheet. An

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NQO versus ISO

NQO versus ISO

Stock Options Explained What kind of stock option are you being offered and how does that have an effect on your taxes? It is likely you are confronted with a Non-Qualified Stock Option (NQO) if you are an employee or an incentive stock option (ISO) if you are an executive.

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Downtown

655 West Broadway, Suite 1650
San Diego, CA 92101
T: 619.546.0973
California BRE# 01927052
Broker: Andrew Canter

Bird Rock

5623 La Jolla Blvd
La Jolla, CA 92037
T: 858.729.9943
F: 858.729.9942
cantercompanies.com/bird-rock

La Jolla

7825 Fay Avenue
La Jolla, CA 92037
T: 858.454.2238
F: 858.454.2239
canterlajolla.com

Encinitas

90 North Coast Highway 101, #211
Encinitas, CA 92024
T: 760.230.1513
canterencinitas.com