Gerry Andrade & Associates, Inc. CPA - Torrance, CA

 

Call Us: (310) 316-9115

 
 
 
 
 

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

 

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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What Is a 1035 Exchange?

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.