In This Issue: Advisors Out and About What an incredible Saturday at the Financial Planning Association (FPA) Southern California Summit at UC Irvine! We had folks from FPA of Los Angeles (FPALA), Financial Planning Association (FPA) of San Diego, and FPA of Orange County, CA all come out. The energy in the room was unstoppable…
In This Issue: Breaking News! We’re growing! We’re excited to announce that Personal Financial Management (PFM) of Coronado has joined Kaiyo Wealth. This partnership allows us to continue offering the personal service clients value while expanding resources, technology, and expertise. Welcome, PFM clients — we’re honored to serve you! Advisors Out and About Market Update…
San Diego, CA — September 30, 2025 — Kaiyo Wealth, a leading wealth management and financial planning firm, today announced the acquisition of Personal Financial Management (PFM), a well-established financial planning practice based in Coronado, California. This strategic acquisition reflects Kaiyo Wealth’s commitment to growth and innovation in the financial planning profession. By combining resources, technology,…
In This Issue: Market Update As of August 28, 2025* Please keep in mind that while the S&P 500 and Dow Jones Industrial Average provide insight into a segment of the market, individual portfolio returns will vary due to diversified asset allocations designed to balance risk and opportunity across different asset classes. *Year-to-date performance data…
In This Issue: Integrating Real Estate Into Financial Planning In this conversation, Jeremy and Certified Mortgage Planning Specialist Sarah Lindsey explore how real estate—often a client’s largest asset—should be thoughtfully integrated into long-term financial and tax strategies. Topics include: Whether you’re buying, refinancing, or helping the next generation, this discussion highlights how mortgage decisions can…
In This Issue: How the AI Tsunami Will Reshape Our World Order We’re excited to share some truly thought-provoking insights from Mitch Siegler, Senior Managing Director at Pathfinder Partners, regarding the transformative power of Artificial Intelligence (AI). They believe we’re on the brink of one of the most significant technological shifts in human history, one that…
In This Issue: Charitable Donation Strategies: Giving Back with Intention As financial planners, we often see our clients driven by a desire to provide for their loved ones. But for many, there’s also a deep-seated wish to give back to their community. This month, let’s explore how charitable gifting can be seamlessly woven into your…
In This Issue: After Taxes Ready to maximize your 2025? Let’s start by taking a peek at your 2024 taxes. Go ahead and upload a copy of your 2024 tax return to your client portal—it’ll help us spot any tax planning moves that could work in your favor this year. We achieve the best results when…
In This Issue: Market Volatility is Back We understand that recent stock market volatility can be concerning. It’s important to maintain perspective during these times. To help with this, we’ve included a few charts from our friends at First Trust, illustrating historical stock market performance through various major events and crises. We believe this historical…
In This Issue: 2024 Tax Information! Upcoming Events Market Update As of January 31, 2024 Our Thoughts on Taxes… At Kaiyo, we believe taxes are a crucial part of your financial picture, but they shouldn’t dictate every move. We adhere to a few core principles: