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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

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Donating Art: Taxation Abstraction

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

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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