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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

IT’S A SAVVY SOIRÉE. You’re right on time.

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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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