California Students Are Now Required to Take a Money Course; Some Are Already Taking It to Great Success
Despite polls showing overwhelming public support for teaching financial literacy skills to school students, prior to the passage of McCarty’s bill California had no statewide requirements around financial literacy courses in the schools. As a result, the infrastructure that does exist around this has largely been developed through the initiatives of a few banks and some forward-looking schools.
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GILBERT CPAs
SHATTERING GLASS CEILINGS WITH TWO NEW DYNAMIC AUDIT MANAGERS
As Gilbert CPAs moves forward into another year of caring for their clients, the firm is not just crunching numbers — it’s shattering glass ceilings. With a recent promotion of two dynamic women to audit manager roles, Gilbert CPAs is proving that in the world of accounting, women are definitely counting.
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OAK VALLEY COMMUNITY BANK
LENDING IN YOUR COMMUNITY WITH DEEP ROOTS AND STRONG BRANCHES
Oak Valley Community Bank provides a wide range of commercial loan options designed to meet the unique needs of businesses, professionals and agricultural enterprises.
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BANK OF MARIN
WHERE COMMUNITY ISN'T JUST A WORD, IT'S A WAY OF LIFE
At Bank of Marin, community isn’t just a word; it’s a way of life. This commitment shines through in the dedication of its leadership team. The bank’s Sacramento-based leaders understand the profound impact their work can have, offering personalized service and a genuine investment in the well-being of its neighbors.
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COHNREZNICK
UPLIFTING WOMEN FROM LEADERSHIP TO PARTNERSHIP
When it comes to women in leadership, CohnReznick is all in.
The highly regarded advisory, assurance and tax firm, with 29 U.S. offices and registered global entities in India and the Philippines, continues to advance its commitment to cultivating and promoting women into its leadership ranks.
Braving the ‘Dog Days’ of Retirement
How to retain purpose, passion and meaning in your life post-career
In my 30-plus years providing financial advice, I’ve worked with many people who have reframed retirement in order to make it work for them. Here’s what I’ve learned.
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Asset Preservation, Inc.
CELEBRATES 35 YEARS OF EXCELLING IN 1031 EXCHANGES
For 35 years, Asset Preservation, Inc., has been what you might call a highly successful (ex)change agent. The API firm, founded and still run by Javier G. Vande Steeg, whose parent company is Stewart Information Services Corporation, has managed the transaction of more than 200,000 Internal Revenue Code Section 1031 tax-deferred exchanges.
Predicting the Economy With Steven Yoder
PODCAST EPISODE: Predicting the future is hard, but we still like to try. Comstock’s contributor Steven Yoder breaks down his cover story “New Year, New Administration. What Can We Expect?” in which economists offer their insight on the next few years in the Capital Region. Which areas will see the most growth? Is it time to make the big moves or to play it safe? Find out in our latest episode.
Are You a Financial Avoidant?
These simple hacks will improve your relationship with money in 2025
My relationship to finances is like many people are with visiting the dentist: I turn into a ball of stress and dread that is, at minimum, embarrassing, and can actually be self-sabotaging. Here’s what helped.
New Year, New Administration. What Can We Expect?
The Capital Region’s economy in the first half of 2025 should be unspectacular but steady, forecasters say
The apocalyptic tenor of the recent election made it seem disaster was inevitable no matter who won. But at least on the economy, the first half of 2025 should be a sigh of relief, letting most businesses stick to small ball.