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Recently, Ripple Labs Inc was ordered by a federal district judge to pay a civil penalty of $125 million for violating federal securities laws.  This order was the latest development in a case that started in 2020, when the U.S. Securities and Exchange Commission (“SEC”) alleged that Ripple was selling its cryptocurrency, XRP, as an…

This article is reprinted with permission from Esq. Wealth Management, Inc. In the world of investing, protecting your hard-earned gains is just as crucial as growing your portfolio. One sophisticated strategy to preserve wealth involves using options. Whether you’re a seasoned investor or just starting out, understanding how to effectively utilize options can significantly impact…

This article is reprinted with permission from Esq. Wealth Management, Inc. A lawsuit filed last month involving the estate of the late Tony Bennett underscores the importance of meticulous estate planning to prevent family hostility, resentment, and discord. Bennett’s daughters, Antonia and Johanna, have accused their brother, Danny, of mishandling their father’s assets. As the…

This article is reprinted with permission from Esq. Wealth Management, Inc. In the realm of retirement planning, one crucial decision often lies in the fate of your 401(k) plan. For many individuals, the question of what to do with their 401(k) upon retirement or a job change can be daunting. EsqWealth, in collaboration with Parsons…

This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we understand the significance of family financial planning. That’s why a Family Financial Summit isn’t just a meeting—it’s a strategic session to align values, secure legacies, and nurture understanding among family members for generations to come. Few families have these types of…

This article is reprinted with permission from Esq. Wealth Management, Inc. Welcome to the EsqWealth Grand Prix, where high-net-worth investors race towards financial success. In this thrilling event, we have three high-performance vehicles on the track: tax-free municipal bonds, short-term Treasury bills, and long-term Treasury bonds. Each has its own strengths and weaknesses, and the…

This article is reprinted with permission from Esq. Wealth Management, Inc. In the dynamic landscape of wealth management, investors are confronted not only with the active versus passive debate but also with the decision of whether to embark on a do-it-yourself journey or entrust their financial well-being to a trusted fiduciary like EsqWealth. At EsqWealth,…

Founding and managing partner, Frank Johnson, was recently interviewed by CBS local news to raise awareness about Food from the Bar sponsored by Feeding San Diego to address a critical area of need in San Diego.  To watch the segment, click here.  During summer, nearly half of San Diego County students will lose access to…