We are excited to announce that FAN will be hosting a food drive in support of the Orange County Rescue Mission. Our food drive will run from November 1 through November 18, with donations delivered to the rescue mission on November 20. The Orange County Rescue Mission is a great organization dedicated to providing men, women, and children who seek their […]

If you heard that the war in Ukraine would continue, unrest would heighten in the Middle East, a former President would be shot during a contentious Presidential election season, and the Federal deficit would reach an all-time high, you might think that the equity market would struggle. Fortunately, for long-term investors, the first three quarters […]

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component to helping our clients benefit from potential tax reduction strategies. Other than some IRS inflation adjustments, calendar […]