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    7735 Soquel Drive Aptos, CA 95003-3927 O: 831.661.0740
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How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
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Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
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What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
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Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
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Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow y...
Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buy...
Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency...
Retirement & Longevity

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Serendipity SecuritiesSerendipity Securities
  • 7735 Soquel Drive Aptos, CA 95003-3927
  • O: 831.661.0740
  • Map & Directions
  • Map & Directions

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