Chavez Management & Fiduciary Services

07/22/2022

Keep your loved ones cool and hydrated ; )

07/15/2022

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

Chris Browning joins Current to define a ‘bear’ market and explain how to handle investments when we’re in one.

05/20/2022

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!

05/20/2022

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...

11/17/2021

Holiday gatherings = opportunity to discuss Estate Plan.

10/25/2021

New research provides a useful tool kit for hacking your brain to stop yourself from fumbling your finances.

07/12/2021

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.

07/03/2021

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

06/30/2021

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/

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.

11/08/2020

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!