Schedule a Meeting With Daven Sharma or Call 925-400-8333

“Third-Party Posts”

The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Abundance Advisers, deems reliable but in no way does Abundance Advisers guarantee its accuracy or completeness. Abundance Advisers had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Abundance Advisers. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Abundance Advisers, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

 

10 Things Retirees Should Stop Spending On Now

10 Things Retirees Should Stop Spending On Now

Say goodbye to second cars, warehouse stores and other no-longer-necessary expenses Retirement is a time to rethink some things: how we fill our hours and days, what we do for fun and fulfillment. And, maybe, all that stuff we’ve been spending money on for years. You...

read more
10 Simple Financial Tasks You Can Tackle in an Hour

10 Simple Financial Tasks You Can Tackle in an Hour

You won't believe how much you can accomplish — and save — in just a few minutes Have 60 minutes to kill? You could spend it watching TV or playing games on your smartphone. Or you could spend it saving money, by ticking some easy but important financial tasks off...

read more
4 Key Decisions for Early Retirement

4 Key Decisions for Early Retirement

‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement—possibly an early one. At age 60, he has worked hard, saved aggressively, and invested well. Most important, he’s pretty burned...

read more
How to Plan for Retirement Like a Veteran

How to Plan for Retirement Like a Veteran

Surveys show ex-service members retire with more assets, less debt and greater confidence. Here are six ways to follow their lead. When her son Corbett joined the Marine Corps right out of high school in 2013, Lara Ferguson was surprised to learn that he was required...

read more
6 things to consider when saving for retirement.

6 things to consider when saving for retirement.

Retirement is a time to enjoy your golden years and live life to the fullest. But in order to do that, it's important to start planning early. Retirement savings can be a complex topic, but there are a few key things to keep in mind to get started. 1. Start saving...

read more
5 Dos and Don’ts When Lending Money to Loved Ones

5 Dos and Don’ts When Lending Money to Loved Ones

Helping friends or family shouldn’t mean hurting your finances Let’s face it: Money is tight for many people. And if you have loved ones in your life who are struggling financially, you may feel inclined to help them. If you do, proceed with caution. ​​According to a...

read more
11 Mistakes Retirees Make at the Supermarket

11 Mistakes Retirees Make at the Supermarket

It’s not just inflation. Your bad habits may explain why you’re paying too much for groceries. Retirees living on fixed incomes have been feeling the pinch of rising grocery costs. Grocery prices in February rose 2.6 percent year-over-year, according to the U.S....

read more

 

Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains- something not seen in two decades.  News that trade negotiations between the US and seventeen countries would occur over the next few weeks...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations.  Vice President Vance met with Indian Prime Minister Modi on his visit to India.  The two leaders announced they were in...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets and foster uncertainty. Little progress was made on country-specific tariffs, while several...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Wow, what a week on Wall Street.  Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency markets.  A 7% intraday swing in the S&P 500 on Monday was superseded by a 10.8% intraday move...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump's tariffs were higher than anticipated.  Thursday and Friday’s market action resulted in a $5.4 trillion...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It's been a difficult month for investors, and sentiment indicators tell that story.  Wall Street appeared poised to build on the prior week's gains, but regressed again as mixed signals on tariffs and a loss of sentiment gave reason to sell. ...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies.  A late rally on Friday afternoon, fueled on heavy volume from quarterly options' expiration, helped propel the S&P 500...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued to weigh on sentiment. Several investment banks decreased their assessment of US equities and...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility.  It was a hectic week as investors tried to make sense of Trump’s tariffs on Canada, Mexico, and China.  The announcement that...

read more

Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Abundance Advisers) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Abundance Advisers.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

5 Times When You Should Not Name Your Spouse as Beneficiary

  By Sarah Brenner, JD Director of Retirement Education While naming a spouse directly as the IRA beneficiary has many advantages and is a popular choice, it is not always the correct planning strategy. In some cases, another beneficiary may be better such as...

read more

IRAs and 401(k) Plans: Different Rules, Different Worlds

By Andy Ives, CFP®, AIF® IRA Analyst At their core, IRAs and 401(k) plans operate in a similar fashion. Contributed dollars avoid taxation until they are withdrawn at some point in the future. Also, Roth is available in both IRA and 401(k) form. Roth dollars grow...

read more

New Code Y is Optional for 2025 QCDs

  By Sarah Brenner, JD Director of Retirement Education A few months ago, the IRS introduced a new Code Y for the reporting of qualified charitable distributions (QCDs) by IRA custodians on the 2025 Form 1099-R. The IRS has now issued guidance on its website...

read more

Eligible Designated Beneficiary Trivia

By Andy Ives, CFP®, AIF® IRA Analyst TRIVIA QUESTION: John is age 40, he has a traditional IRA, and he is updating his beneficiary form. John wants to be sure that anyone he names on the form is an eligible designated beneficiary (EDB) who can leverage “the stretch,”...

read more

Why the Once-Per-Year Rollover Rule Is Often Misapplied

By Ian Berger, JD IRA Analyst The IRS rollover rules are fraught with complexity. (That’s why we always recommend direct transfers instead of 60-day rollovers.) The rule with the most serious consequences is the “once-per-year” rule. Running afoul of that rule...

read more

Regular Review

Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.

Financial Services

Insurance Services

Educational Blogs

Educational Videos

Abundance Advisers Location

The place to build your future is right down the road.

Pleasanton, California

5700 Stoneridge Mall Rd #360
Pleasanton, CA 94588
 Office:  925-400-8333
   info@abundanceadvisers.com