New Inverness Investments

New Inverness Investments Helping people to work towards their financial goals for over 14 years. We can get there together. Are my investments working hard enough? Member FINRA/SIPC.

By teaming up with LPL Financial and their ever expanding resources, I can offer my clients a broader perspective and enhanced value in everything we do as work towards meeting their financial goals. I can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
I also can answer your questions, incl

uding:

Can I retire early? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? LPL's network of experienced professionals have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org
www.sipc.org

For a list of states in which I am/we are registered to do business, please visit www.newinverness.com

Maybe a productivity boom, not imminent doom?
02/18/2026

Maybe a productivity boom, not imminent doom?

The AI office will look less like a robot and more like a cyborg, combining the best of human and computer capabilities: the Six Million Dollar Man rather than Terminator. To see why, consider what has happened to white-collar work over the past three years, how this compares with earlier technologi...

Balancing financial wellness and career goals amidst evolving technology is key. Despite AI's rise, human skills remain ...
02/01/2026

Balancing financial wellness and career goals amidst evolving technology is key. Despite AI's rise, human skills remain crucial as the economy adapts.

As population decline accelerates, the big risk is labour shortages, not mass unemployment.

Financial wellness meets the future with AI-driven financial planning. Embrace technology to avoid AI's common pitfalls ...
01/29/2026

Financial wellness meets the future with AI-driven financial planning. Embrace technology to avoid AI's common pitfalls and enhance your financial journey.

There's a fundamental flaw in how AI agents work today. Here's what the next generation will do to fix it.

Check out this video on taxes.
12/05/2016

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

How do you find care for your special-needs child?
12/02/2016

How do you find care for your special-needs child?

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

A disability could keep you from work and increase costs. How can you protect yourself?
11/30/2016

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Childhood attitudes and habits can determine your child's health in his or her adult years.
11/28/2016

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

There are four basic steps to calculating the value of an estate.
11/25/2016

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

You won’t believe what these taxpayers tried to get away with.
11/23/2016

You won’t believe what these taxpayers tried to get away with.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Consider a bucket plan to go with your bucket list.
11/21/2016

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

Thinking of borrowing from your 401(k)? Some considerations.
11/18/2016

Thinking of borrowing from your 401(k)? Some considerations.

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Address

Sacramento, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 10am - 6pm

Telephone

+19165141823

Website

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