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THE LATEST BLOG POSTS
NAVIGATING FINANCIAL OPPORTUNITIES
Ethan joins The Virgilio Real Estate Team to discuss how he guides Silicon Valley residents to confidently navigate their financial opportunities, protect their wealth, and achieve their goals. Ethan shares how he helps mid-career tech employees understand their...
The Failure of Two US Banks
And The Lessons We Can Learn
The collapse of Silicon Valley Bank (SVB) and Signature Bank of New York is the headline across major news outlets this week, leading many to wonder if this indicates future banking turbulence and how it will impact longer-term economic growth. While we can’t predict...
Navigating Taxes And Complex Compensation
Ethan joins the Retirement Tax Services Podcast hosted by Steven Jarvis, CPA, to discuss strategies for a complicated tax situation: helping a client with dual citizenship, and multiple forms of equity compensation, who recently sold a home in Italy.
Giving Up Partnerships and Starting Your Own Firm
Ethan joins the New Planner Podcast hosted by Caleb Brown, CFP and Co-founder of New Planner Recruiting to share how he got started as a financial planner—and started Orchard City Wealth Management. Ethan shares how family members influenced his career early on, why...
NAVIGATING FINANCIAL OPPORTUNITIES
Ethan joins The Virgilio Real Estate Team to discuss how he guides Silicon Valley residents to confidently navigate their financial opportunities, protect their wealth, and achieve their goals. Ethan shares how he helps mid-career tech employees understand their...
The Failure of Two US Banks
And The Lessons We Can Learn
The collapse of Silicon Valley Bank (SVB) and Signature Bank of New York is the headline across major news outlets this week, leading many to wonder if this indicates future banking turbulence and how it will impact longer-term economic growth. While we can’t predict...
Navigating Taxes And Complex Compensation
Ethan joins the Retirement Tax Services Podcast hosted by Steven Jarvis, CPA, to discuss strategies for a complicated tax situation: helping a client with dual citizenship, and multiple forms of equity compensation, who recently sold a home in Italy.
Giving Up Partnerships and Starting Your Own Firm
Ethan joins the New Planner Podcast hosted by Caleb Brown, CFP and Co-founder of New Planner Recruiting to share how he got started as a financial planner—and started Orchard City Wealth Management. Ethan shares how family members influenced his career early on, why...