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ROSEVILLE BRANCH

Steven W. Stahlberg --- Direct: (916) 581-7546
Senior Vice President, Financial Advisor, Branch Manager

Blog

Leaders’ Career Advice? Focus on Soft Skills

One of the hardest aspects of building a successful career is determining what skills may be important to employers in the future. The skills that companies say they are seeking the most in 2019? Soft skills.
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The Financial Planning Process: a journey as important as the destination

When you begin considering a vacation, you might open a mapping app and start calculating the best route to your destination. The planning instills a sense of excitement. In the same way, the act of developing a personal financial plan can provide as much value as the plan itself.
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The ABCs of ESG: Evaluating the social practices of a company

You may have heard of ESG investing, but what is it really? While the Environmental component of ESG is often clear and easy to understand for individual investors, the factors considered for a Social rating can be less obvious.
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The ABCs of ESG: Evaluating the governance practices of a company

You may have heard of ESG investing, but what is it really? ESG investing focuses on identifying companies that have strong Environmental, Social, and Governance ratings. While the Environmental component of ESG is often clear and easy to understand for individual investors (think greenhouse gas emissions, pollution,
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Keep Your Brain from Retiring When You Do

When you think of your retirement, what do you picture? Relaxing in a warm location, traveling the world, or spending time with loved ones? While those are all valuable, a retirement activity you may not have considered is staying mentally active.
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