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Blog Archives: March 2009
March 25, 2009

California May Owe you Money

Scott Symon
The State of California is currently in possession of more than $5.1 billion in Unclaimed Property belonging to approximately 8.2 million individuals and organizations. The State acquires unclaimed property through California's Unclaimed Property Law, which requires "holders" such as corporations, business associations, financial institutions, and insurance companies to annually report and deliver property to the Controller's Office after there has been no customer contact for three years. Often the owner forgets that the account exists, or ...
March 05, 2009

CNBC- The Information You Need?

Scott Symon
If I can offer one piece of advice in these challenging economic times it would be to avoid paying any mind to the pundits at CNBC ... Most pundits for that matter. I want to make it clear that I am not recommending you bury your head in the sand. The truth is we all are responsible for gathering information from several respected sources and forming our own opinions. These opinions need to be balanced against the views of trusted advisors to formulate rational courses of action. Rational; not reactionary. The time I spent as a f ...

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