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News & Resources


10 Financial Lessons from Bill Gates by HoyleCohen LLC, posted January 03,2018

Bill Gates is full of pithy quotes about business, technology and ambition. As one of the richest men in the world, he knows a thing or two about money. Here are 10 famous Bill Gates quotes interpreted as financial advice.

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Kindness is a Multiplier by Joe Cohen, Founding Partner, posted September 08,2017

I have a number of clients in Texas – particularly in Beaumont, about 90 miles East of Houston.  As hurricane Harvey advanced, I was in touch by phone with with some of my clients who live in the area.  Things were not good and getting worse by the hour.

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10 Ways to Protect Your Credit by Joe Cohen, Founding Partner, posted April 07,2017

Your credit history is vital to your future; it is crucial to ensure its accuracy. Any time you apply for a loan or credit card, your lenders look at your credit history to determine your risk of defaulting. Many employers conduct credit checks on potential employees to decide if they are appropriate hires. Regular maintenance of your credit is a must. Follow these guidelines to ensure your credit remains on target.

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Jeremy Kovacevich Presents Alongside CalCPA by Joe Cohen, Founding Partner, posted June 03,2016

As previously seen on CALCPA.ORG Click here to view

On June 2nd 2016, HoyleCohen's Director of Financial Planning, Jeremy Kovacevich, addressed local stakeholders at the Financial Literacy Initiative sponsored by CALCPA.

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Blue Ocean Interview with Jeremy Kovacevich by Joe Cohen, Founding Partner, posted April 25,2016

As previously seen on Blue Ocean Global Wealth. Click here to view.

image credit: Blue Ocean Global Technology

Jeremy with his wife Bernadette, and daughters Ava & Ruby, at Balboa Park in San Diego, CA.

Jereemy Kovacevich, Director of Financial Planning at Hoylecohen was recently Interviewed by Marguerita Cheng and Sameer S. Somal of Blue Ocean Global Wealth. To see the interview, please read below. 

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