Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.

Financial Literacy #5: Non-Retirement Investment Strategies

Older couple outdoors

Have you invested for retirement? Do you have extra cash flow? After you’ve built up a solid retirement base, here are some other strategies to consider:

Individual or joint accounts

General investment accounts provide you with flexibility. Individual or joint accounts can help you save for your short, medium, or long-term goals and allow you to invest without the restraints of tax-deferred accounts. Withdrawals are penalty-free in the near-term, though you will pay taxes on dividends and capital gains.

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Harvesting Losses


Recently, we have experienced a downturn in the markets and while that is frustrating and, at times, downright scary, there are ways that you can take advantage of these tough times. Tax-loss harvestingnot only can decrease your tax liability exposure by offsetting taxable income, it also allows you to indirectly increase your overall return or have the ability to reap the gains from some of your other investments.

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With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or