Blog

IRS & California Extends Tax Deadline to October 16th for Almost all State Counties

Michelle L. Packer, CFP®

Wednesday, March 15, 2023

Both the Internal Revenue Service (IRS) and the state of California Franchise Tax Board, has given taxpayers more time to file their taxes after the state has been hit with a period of severe weather over this past winter season. While...

IRA Contribution Limits for 2022 & 2023

Michelle L. Packer, CFP®

Wednesday, March 8, 2023

Contributing to an individual retirement arrangement (IRA) is a great way to grow your retirement savings and benefit from tax-sheltered investment growth or tax-free growth in a Roth option. The annual IRA contribution limit in 2023 is up

SECURE 2.0 Passes - What could this mean for you?

Michelle L. Packer, CFP®

Tuesday, February 7, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to...

A Notable Shift In Interest Rates Has Altered The Investment Landscape

Stefan Meierhofer, CFA®, CFP®, AIF®

Tuesday, January 3, 2023

“You get recessions, you have stock market declines. If you don’t understand that’s going to happen, then you’re not ready, you won’t do well in the markets.” Peter Lynch, 1944 - present, legendary mutual fund manager and investor

Telos Capital Management has continued its mission to support our local charities and families in need throughout the year. We are proud to be partners in support to these important organizations and their programs...

5 Tips for Choosing a Medicare Plan During Annual Enrollment

Michelle L. Packer, CFP®

Wednesday, November 16, 2022

If you are 65 and older, December 7th is an important deadline for Medicare Enrollment. Between October 15th and December 7th each year Medicare eligible enrollees have the option to review their coverage options and change plans. Changes..

No Pain, No Gain: The Cost of Tightening Monetary Policy

Stefan Meierhofer, CFA®, CFP®, AIF®

Saturday, October 1, 2022

“It will be a rough road ahead as we feel the brunt of new Fed policies designed to undo the damage done by policies that created our current inflation problems.” National Federation of Independent Business (NFIB)...

Are We Headed for a Recession?

Stefan Meierhofer, CFA®, CFP®, AIF®

Friday, July 1, 2022

“That hurricane is right out there down the road coming our way. We don’t know if it’s a minor one or Superstorm Sandy. You better brace yourself.” Jamie Dimon, 1956 – present, CEO of JPMorgan Chase

Uncertainty Has Become the Predominant Theme of 2022

Stefan Meierhofer, CFA®, CFP®, AIF®

Thursday, April 7, 2022

“The secret for winning in the stock market does not include being right all the time… The key is to lose the least amount of money possible when you are wrong.” William O’Neil, 1933 – present, American...

Telos Capital Management, Inc. (TCM) is pleased to announce that we have been recognized as one of the top Registered Investment Advisory (RIA) firms in the Country by Financial Advisor (FA) Magazine's 2021 Annual RIA Ranking. The...

An RIA's primary purpose is to manage his or her clients assets and advise them on the best course of action to maximize their wealth.

October 2021: Back to Investing Basics

Stefan Meierhofer, CFA®, CFP®, AIF®

Thursday, October 7, 2021

“No amount of sophistication is going to allay the fact that all your knowledge is about the past and all your decisions are about the future.” Ian H. Wilson, 1923 – 2014, former GE executive...

January 2021: The Year That Changed Everything

Stefan Meierhofer, CFA®, CFP®, AIF®

Wednesday, January 20, 2021

“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.” John Kenneth Galbraith, 1908 – 2006, Canadian-American economist, diplomat, and public...