Developing a Philanthropy Plan
Developing and maintaining a philanthropy plan can help wealthy families focus on causes they care about most, maximizing the money they give and potentially help maximize tax advantages. Here's how to start.
Financial Education, Insights & Resources
Stay informed with professional insights on retirement planning, investment strategies, tax planning, and wealth management from our San Diego-based financial advisors.
At Wealth Manager Group, we believe informed clients make better financial decisions. Our library of educational videos and articles covers key topics like retirement planning, tax strategies, college savings, and investment management to help individuals and families in San Diego and across the U.S. build long-term wealth.
Four Tips to Keep Your Smart Phone Safe and Secure
Threats to mobile devices are more prevalent and increasing in scope and complexity. This post outlines steps you can take to better protect your personal devices and information.
Quarterly Market Insights | July 2025
One of our most-anticipated pieces each quarter, view a recap of the market and what to look for as we head into July.
12 Common Financial Mistakes to Avoid
We all make mistakes. But we can learn from our own past mistakes or mistakes others have made. Here are the top 12 mistakes we recommend you avoid.
Markets Are… Rational?
Where is the market today and what should you be doing?
How Big Should An Emergency Fund Be?
This blog explains how much you should save in an emergency fund based on your financial situation, job stability, and lifestyle. It provides practical tips on building and maintaining a safety net to handle unexpected expenses confidently.