Chavez Management & Fiduciary Services

Keep your loved ones cool and hydrated ; )

Listen to this quick definition of Bear & Bull Market in plain speak.

What Is a ‘Bear' Market? Chris Browning joins Current to define a ‘bear’ market and explain how to handle investments when we’re in one.

Did you know that former President Ford designated a month to acknowledge and honor older people - those we used to designate as Seniors?
And every year there is a presidential proclamation - https://www.whitehouse.gov/briefing-room/presidential-actions/2022/04/29/a-proclamation-on-older-americans-month-2022/ #:~:text=During%20Older%20Americans%20Month%2C%20we,more%20informed%2C%20and%20better%20connected.
Love and Gray Pride!

Market Update: Valuations | SEIA | Signature Estate & Investment Advisors By Deron T. McCoy, CFA®, CFP®, CAIA® Chief Investment Officer Inflation changes everything. So much so, that we suggested a year ago that markets might chop around throughout the back half of 2021. In short, our overstimulated economy needed to digest a fairly radical shift in monetary policy—a...

Holiday gatherings = opportunity to discuss Estate Plan.

How a ‘Self-Nudge’ Could Help You Make Better Money and Life Decisions New research provides a useful tool kit for hacking your brain to stop yourself from fumbling your finances.

Here's another movie recommendation for your movie night! 🍿🎬

The movie Elsewhere reminds us how important it is to have copies of your actualized WILL or Estate Plan secured in location(s) that can be accessed when necessary. Don’t forget to properly Title or transfer title of property into the proper ownership.

Happy 4th of July! 🇺🇸❤️💙 Thank you to all of the men and women who continue to fight for our freedom!

Here's an article on how to stay safe during this 4th of July weekend: https://www.redcross.org/about-us/news-and-events/news/2021/how-to-have-a-safe-4th-of-july.html

Conservatorships

More can be learned about Conservatorships by following the Brittney Spears matter. https://www.npr.org/2021/06/24/1009726455/britney-spears-conservatorship-how-thats-supposed-to-work

What isn't been said enough in these conversations about Conservatorships is the following:

1. Conservatorships are divided by managing the person and/or the finances/assets of a person. The court can appoint to have only the person or only the finances managed by a Conservator.
2. A Conservatorship is used to protect and manage the finances of a vulnerable person.
3. Conservatorships are monitored through reporting to the court.
4. Licensed Professional Conservators/Guardians (Private Fiduciaries) are licensed by the state and have oversight by the state with licensing renewal requirements.
5. Appointing a Private Fiduciary as a Conservator can prevent the deterioration of family relations.

The State of California strongly believes in individual rights and does not rule in favor of a Conservatorship unless there is substantial reason to believe a person would benefit from the management and protection of a Conservator.

If you have questions about the process for Conservatorships call my office, or visit the websites for State of California Professional Fiduciary Bureau: https://www.fiduciary.ca.gov/
or the National Guardianship Association: https://www.guardianship.org/what-is-guardianship/

Britney Spears Is Under Conservatorship. Here's How That's Supposed To Work With her father in charge of her life and her finances, the pop star has practically no autonomy. We spoke with a legal expert about what guardianships do — and what makes Spears' case different.

Thank you to poll workers for their diligence and time for this election. My father volunteered as a poll worker again this election, and worked from 6am to 10pm on election day. Thanks Dad!