by Team Golden State | Oct 22, 2025 | Front Page News, Press Releases
Golden State Named to Forbes Top RIA Firms for Fourth Consecutive Year South Coast Metro, CA — Oct. 22, 2025 — Golden State is proud to announce that it has again been recognized on the fourth annual Forbes | SHOOK “America’s Top RIA Firms” list — marking the firm’s...
by Team Golden State | Oct 15, 2025 | Front Page News, Press Releases
Golden State Welcomes Colton Lightner of Topwater Capital in Osprey, Florida South Coast Metro, CA — Oct. 15, 2025 — Golden State Equity Partners (Golden State) is pleased to announce that Colton Lightner, CFP®, AIF®, founder of Topwater Capital, has joined its...
by Team Golden State | Jul 16, 2025 | Front Page News, Press Releases
Golden State Welcomes John Young, CFP® of Young Global Wealth Strategies in Boulder, CO South Coast Metro, CA — July 14, 2025 — Golden State is pleased to welcome John Young, CFP®, founder of Young Global Wealth Strategies, Inc. in Boulder, Colorado, as its newest...
by Team Golden State | Jun 27, 2025 | Articles
Articles Roth IRA vs. Traditional IRA: Which Is Right for You? When it comes to saving for retirement, Individual Retirement Accounts (IRAs) are a powerful tool that can help you build wealth over time. Two of the most common options are the Roth IRA and the...
by Team Golden State | Jun 25, 2025 | Articles
Articles Trend Investing: A Disciplined Approach for Dynamic Markets By: Golden State What Is Trend Investing? Trend investing is a systematic investment approach that seeks to capture sustained upward or downward movements in the market. Rather than predicting where...
by Team Golden State | Jun 25, 2025 | Articles
Articles ESG Investing: Aligning Purpose with Performance As more investors seek to align their financial goals with their personal values, Environmental, Social, and Governance (ESG) investing has emerged as a powerful strategy. ESG investing goes beyond analyzing...
by Team Golden State | Jun 20, 2025 | Articles
Articles Exploring Growth Through Mergers & Acquisitions A Strategic Option for Financial Advisors In today’s evolving wealth management landscape, mergers and acquisitions have become one of the most common strategies for growth. Whether you’re looking to...
by Team Golden State | May 12, 2025 | Articles
Articles Mastering the Art of Webinars: A Step-by-Step Guide for Financial Advisors How Financial Advisors Can Host a Webinar for Clients Webinars can be a powerful tool for financial advisors to help connect with clients, share valuable insights, and establish...
