Articles

Jeremy Sorci

Jeremy Sorci is a AFIM™ and a senior financial advisor at Premier Financial Group. Jeremy works with individuals, trustees, beneficiaries, families and businesses and has experience with charitable organizations, IRAs, 401(k)s, 403(b)s, and a variety of types of trusts.
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Recent Posts

Why Mom Was Right About Retirement Planning

By Jeremy Sorci | March 07, 2019

When you think of the people you rely upon most to provide retirement planning advice, who comes to mind? Your trusted wealth advisor, of course. Perhaps your best friend or your work colleague.  Perhaps even your - mom?

While mom might not be first on your list, perhaps she should move up a few spaces. Imagine, for a second, that you're sitting around the table after dinner, enjoying a cup of late-night decaf, and discussing retirement planning with your mom... only your mom just happens to be Warren Buffet. 

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Financial Literacy: Key to Successful Wealth Management

By Jeremy Sorci | January 23, 2019

We all get them... stacks of envelopes in the junk mail pile, all offering low-interest credit cards. Emails offering "amazing deals" and "once in a lifetime" chances to use a new credit card to pay off existing debt. This steady stream of offers of easy credit is having an impact.

According to the Center for Retirement Research at Boston College, Americans put an additional $52.4 billion dollars on their credit cards in 2015 alone, leading to an overall increase of $72 billion dollars of credit card debt. The numbers continue to rise. By the end of 2016, outstanding credit card debt reached a new high: over $1 trillion. It appears that our society's current trend away from cash and toward credit card purchases has taken hold. Today, online shopping reigns, making it ever easier to slide into overextended credit and debt. 

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Jeremy Sorci of Premier Financial Group earns Certified Financial Planner™ Credential

By Jeremy Sorci | November 23, 2018

Registered Investment Advisor Firm adds CFP®

Eureka, CA: Jeremy Sorci, Financial Advisor at Premier Financial Group, has earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), one of the most highly regarded credentials in the financial advisor industry.

Jeremy grew up in Humboldt County and attained his MBA in 2003. He began his career in investment management and trust administration at the Bank of Stockton Trust & Investment Group, where he earned the advanced certification of Accredited Fiduciary Investment Manager™. In 2012, Mr. Sorci returned to Humboldt and joined Premier Financial Group, an SEC-registered investment advisor firm.

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Portfolio Managers Say Diversification is Key

By Jeremy Sorci | October 30, 2018

What's the best way to invest your hard-earned capital? It's investors' age-old question — and why so many turn to trusted wealth advisors for help.

Because while the process of building an investment portfolio may seem, in itself, simple, creating an effective portfolio involves realistic goal setting, a long-term time horizon that stretches across a few decades, a modicum of self-discipline and, significantly, risk awareness. Combined, these factors create the recipe for a diversified portfolio that's tailored to meet your specific financial needs. 

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Strategic Financial Planning and Socially Conscious Investing

By Jeremy Sorci | October 18, 2018

You’ve heard the expression, “Don’t judge a book by its cover.” This saying proves true in so many areas of life, but you probably don’t think of it in terms of socially conscious funds. This article explains why you should.

Wealth Planning and the Socially Responsible Debate

If I were to ask 20 people to define socially responsible investing, I’d likely get 20 different, but similar, answers. Ironically, if I were to research 20 different socially responsible mutual funds, I’d likely see 20

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Family Wealth Advisors Share 8 Tax Mistakes to Avoid

By Jeremy Sorci | October 12, 2018

Taxes may not be pleasant, but they are—as they say—inevitable. Still, that's no reason to pay more than you need to. 


Unfortunately, many Americans who prepare their own taxes do just that, to the tune of an average $400 overpayment! A 2014 study by H&R Block found that inaccuracies on do-it-yourself tax returns added up to a total of more than $1 billion in overpayments per year, affecting about 20 percent of those who file their own returns. Read on as our family wealth advisors share 8 common mistakes made at tax time — so you can avoid them.

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Teresa Conley and Francoise Crandell Present at Well Being of the Working Woman Conference

By Jeremy Sorci | August 31, 2018

Premier Financial’s Advisors Discuss the Importance of Planning for Retirement

Eureka, CA: On May 6, 2017, Teresa Conley CFP®, Vice President and Financial Advisor, and Francoise Crandell, Financial Advisor, of Premier Financial Group presented on the importance of planning for retirement at the Well Being of the Working Woman Conference.

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Finding A Great Financial Advisor - Part 2: Costs and Fees

By Jeremy Sorci | August 13, 2018

Have you ever wondered how much difference there really is between one financial advisor and another?  On one level they all do the same thing - they invest people’s money.  However, like every other profession, each financial advisor has their own area of expertise, skill set, experience, training, and educational background. 

And just like when seeking professional services in any other industry, it's important to choose a financial advisor that best meets your unique needs. Since a financial advisor you choose can dramatically impact

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The Advantage of Wealth Advisors: Are the Fees Worth it?

By Jeremy Sorci | July 26, 2018

If you've ever wondered if the costs associated with working with a wealth advisor are worth it, you're not alone. In fact, an article at the Motley Fool described the cost of using a financial advisor as "brutal," referring to a hypothetical 1 percent of assets annual fee reducing net returns, as well as the longer-term impact of fees that aren't reinvested. 

While the article may have come across as a bit hyperbolic, it wasn't all negative... and it did bring up a valid point: Investors should always evaluate the services they receive from their investment professional to determine if the services are worth it.

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The Rational Investor: What's the Cost of High Portfolio Turnover?

By Jeremy Sorci | July 14, 2018

Recently, a new client asked one of our advisors how high portfolio turnover would effect their portfolio. This timely question makes sense; after all, we often warn our clients and other investors about the disadvantages and high costs of wealth management strategies based on active management. 

Our answer? High portfolio turnover is the source of most of the extra costs associated with active management – costs that are completely unnecessary and avoidable with more efficient investment guidance. Read on to find out why.

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