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4 Oak Forest Road
Novato, CA 94949

Tracy Lamond, CFA

(415) 234-6320

 

Advice For Life


Experience for your financial needs
Care for your financial well being

Guiding paths to financial security for over 30 years


Tracy Lamond is an investment manager, Chartered Financial Analyst, and planning consultant helping clients in all stages of life.   She applies her extensive knowledge of personal finance and professional investing to each client's unique situation, offering expert and intelligent advice for strategies to grow, protect, and enjoy the benefit of well managed financial assets.

Life changes.   Priorities change.   Markets, politics, tax laws, and global economies fluctuate.   A professional and experienced advisor can provide stability and commitment in achieving goals.   Tracy can help to properly construct and diversify your portfolio, plan for transitions, minimize your taxes, and manage your finances as your needs and objectives change over time.   She can help you and your family to save, invest, create wealth, provide income, and plan for the hallmarks of legacy.

 
Please call Tracy Lamond's San Francisco Bay Area office for a consultation:  (415) 234-6320


Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Tips for Finding 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.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Emerging Market Opportunities

What are your options for investing in emerging markets?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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