West Coast Wealth Management

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Facing divorce? Don't overlook changes to your insurance coverage.

What You Should Do About Insurance Following a Divorce In the face of divorce, making changes to insurance coverage may be overlooked.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

A disability could keep you from work and increase costs. How can you protect yourself?

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

West Coast Wealth Management’s “Day of Fun”!

We had a great day spending time together and taking a coastal cruise in Santa Barbara ⛵️

Thank you Santa Barbara Sailing Center

Your credit score may impact what you pay for auto and home insurance.

Does Your Credit Score Affect Your Insurance Rates? Your credit score may influence how much you pay for auto and home insurance.

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.