True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. When your company announces an IPO, it’s an exciting and pivotal moment. While it signals growth and potential financial gain, it also brings mixed emotions, including anxiety about how the stock price will affect […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. What if you suddenly receive an extra $10,000 in your account? Or $100,000 or even more? A financial windfall can bring joy and excitement, but it can also come with a fair share of […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Sarah, a successful 40-year-old graphic designer has a healthy investment portfolio and enjoys a fulfilling life with her friends and extended family. She was lucky to buy a home in San Francisco in 2008 […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Rob, a marketing professional who works for a tech company in Silicon valley, inherited an IRA from his mother in 2020. Initially, he misunderstood the requirements, believing he could spend down the IRA over […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Jane and John, in their mid-30s, have been together for 10 years. Although they refer to each other as husband and wife and are perceived as married by others, they are actually domestic partners. […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Cryptocurrencies are digital or virtual currencies that use cryptography for security. Bitcoin, created in 2009, was the first decentralized cryptocurrency. Since then, thousands of alternative cryptocurrencies have been developed, including Ethereum, Ripple, Litecoin, and […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Meet Jan: A First Time Investor Jan, a Berkeley graduate, started working as an engineer and gradually built up her savings. After losing money on tech stocks, she chose to keep her cash in […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. In today’s volatile financial landscape, the allure of high-yield savings accounts, Treasury bills, and money-market funds can seem like a secure choice, but that’s when you fall into the ‘cash trap’. Key takeaways: Investors […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. Mastering financial independence begins with understanding and controlling your spending habits. By crafting a realistic budget aligned with your goals, identifying and curbing common cash drains, and tracking your expenses diligently, you pave the […]
True Root Financial is a financial advisor and financial planner based in San Francisco, CA. We serve clients across the globe. As a tech professional, it’s natural to focus on upcoming technologies and the future. But it’s equally crucial to think about your own future. That’s where retirement savings come in. There are various options […]
