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Finance

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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What You Need to Know About Inheriting Property

Over the next 4 decades, Baby Boomers will inherit $27 trillion in wealth, with a big portion of that trillion coming from family real estate. Yes, that’s TRILLION with a T! Would you know what to do if you suddenly inherited property? Circumstances surrounding your inheritance may not be ideal,

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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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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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The Road to Refinancing

The Road to Refinancing

5 Steps to Refinancing Your Mortgage  Is it time to refi? Download the Road to Refinancing Guide  Refinancing a mortgage means paying off an existing loan and replacing it with a new one. There are many common reasons why homeowners choose to refinance: The opportunity to obtain a lower interest

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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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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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San Diego, CA 92101
T: 619.546.0973
California BRE# 01927052
Broker: Andrew Canter

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La Jolla, CA 92037
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La Jolla, CA 92037
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Encinitas, CA 92024
T: 760.230.1513
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