Webinars/Seminars

Investment News–When Interest Rates Rise: Positioning Your Clients' Bond Portfolios for the Inevitable (April 2010)

Should your higher-income clients take advantage of this year's window to convert conventional IRAs to Roth IRAs and stretch the tax bill? (March 2010)

Investment News–Estate Planning—What should advisors do now? (February 2010)

Investment News–Advisors and LinkedIn: What you can, cannot and should be doing (January 2010)

Fidelity Investments–Roth IRA 2010 Conference Call (January 2010)

FPA Silicon Valley–Roth Conversion Strategies for 2010 (January 2010)

Joel Shaps Member

National Association of
Personal Financial Advisors

Bedrock Capital Management Los Altos, CA financial advisors offering investment advice, financial planning, portfolio and asset management on a fee-only basis. Serving California's Silicon Valley including; Los Altos, Los Altos Hills, Palo Alto, Mountain View CA, Saratoga CA, Cupertino, Los Gatos, San Francisco, Sunnyvale, Santa Clara and San Jose in Santa Clara County in the South San Francisco Bay Area.

SnowTech Media - Web Design San Francisco Bay Area

Financial Advisors and Portfolio Management on a Fee-Only Basis in Los Altos, CA

Webinars/Seminars

Financial Advisors and Portfolio Management
on a Fee-Only Basis in Los Altos, CA