Category: Announcements

Wall Street’s Best Investments TOP PICKS 2020 – – Mid-year Update John Gardner, CFP®, CPM® is pleased to announce his 2020 Top Pick is 3rd best among all investment strategists at the mid-point 2020. For the 7th year, John Gardner has been invited to submit his “Top Pick” for the new year. Wall Street’s Best … Continue reading “ANNOUNCEMENT: Wall Street’s Best Investments Top Picks for 2020 Mid-Year Update”

John Gardner, CFP®, CPM®, a regular columnist for ALIVE magazine, announces the July issue has been published. His column, Investor’s Edge, is titled “Roth vs. Traditional IRA: Which is Best For You?” Read John’s article. Link to ALIVE Magazine July 2020 Danville, Ca. July 13,, 2020 “Roth vs. Traditional IRA: Which is Best for You?” John’s Investor’s Edge column in now … Continue reading “ANNOUNCEMENT: July issue of ALIVE Magazine Out Now”

John Gardner, CFP®, CPM® is happy to announce his recent podcast now available on The Talk Pod, “6 Keys to Retirement Planning.” Listen now… Your link to The Talk Pod Danville, Ca. July 1, 2020 “6 Keys to Retirement Planning” John’s “Investor’s Edge” column is a regular monthly feature in ALIVE Magazine. Thanks to the magazine’s founder and publisher, … Continue reading “ANNOUNCEMENT: New Podcast in Talk Pod”

John Gardner, CFP®, CPM®, a regular columnist for ALIVE magazine, announces the June issue has been published. His column, Investor’s Edge, is titled “Who CARES?” Read John’s article. Link to ALIVE Magazine June 2020 Danville, Ca. June 9, 2020 “Who CARES?” John’s Investor’s Edge column in now available in the June issue of ALIVE Magazine. Another temporary casualty of COVID-19, ALIVE … Continue reading “ANNOUNCEMENT: June Issue of ALIVE Magazine Out Now”

Our New Phone Number is: 888 – 985 – P L A N You will hear this number mentioned in Blackhawk Wealth Advisors’ radio commercial on KCBS

John Gardner, CFP®, CPM®, a regular columnist for ALIVE magazine, announces the May issue has been published. His column, Investor’s Edge, is titled “Seven Things Investors Need to Know.” Read John’s article. Link to ALIVE Magazine May 2020 Danville, Ca. May 11, 2020 “Seven Things Investors Need to Know” John’s Investor’s Edge column in now … Continue reading “ANNOUNCEMENT: May Issue of ALIVE Magazine Out Now”

Welcome to my first “ZOOM-inar”. This is a sign of the times! This would have been a large group presentation in the past over a delicious lunch or dinner. As we all with the new challenges in our daily lives and witness the most volatile investment markets in history and worst economic period since the … Continue reading “How to Manage Investments in a Covid-19 World”

2019 Tax Filing – How You Can Still Lower Taxes

Best Wishes this Good Friday & Hoping You Have a Happy Easter The essence of Easter Sunday is victory and new life. We hope you have a wonderful time celebrating this Easter with those you love, Happy Easter! John & Laurie

One Savings Account, Multiple Tax Benefits