7 ways successful business owners can protect their personal wealth

By |2023-05-23T16:46:48-07:00May 23rd, 2023|Blog, Business Owners, Personal Wealth|

Calling the shots, forging your own path, limitless earning potential—these are the unique joys of being a business owner. But what about the challenges? When you’re laser-focused on business growth (and all the spinning plates that go along with it) personal wealth management may fall to the back burner. As financial advisors to many [Read More]

Why boutique wealth management firms may be a better fit for you

By |2023-05-31T12:12:35-07:00May 8th, 2023|Blog, Business Owners, Fiduciary, Financial planning tips and perspectives, Investment Management, Personal Wealth|

With organizations like Silicon Valley Bank and First Republic collapsing, their wealth management divisions will likely struggle, if not disappear, either by force or by talent flight. Smaller, longstanding wealth management firms will likely end up being more reliable.  And, some boutique players also have business models that are fully aligned with their clients, [Read More]

What really matters in the economy and markets from the first quarter of 2023

By |2023-04-25T10:39:19-07:00April 25th, 2023|Blog|

News vs. noise Inflation is coming down, but stubbornly. Economists see the chance of some level of recession increasing; could that be a good thing? Low unemployment and low consumer confidence don't usually happen at the same time, but inflation dynamics partly explain why. Cash and crypto showed unusual risks at different ends of [Read More]

Move over, men. Here are 4 reasons why women make better investors

By |2023-04-06T19:05:09-07:00March 30th, 2023|Blog, Financial planning tips and perspectives, Investment Management, Investor behavior, Personal Wealth|

You’ve probably heard some version of the following statistic: men apply for a job when they meet just 60% of the qualifications, but women apply only if they meet 100% of them. We’re seeing a similar pattern when it comes to women and investing. Traditionally, women have been more likely than men to delay [Read More]

Why accomplished women shouldn’t ignore financial planning, and how to get started

By |2023-03-07T10:26:12-08:00February 28th, 2023|Blog, Business Owners, Investment Management, Personal Wealth|

There’s an old saying in the financial industry–women save, men invest. Unfortunately, in this case, there is some truth to the stereotype. Studies across the board show that women invest less than men and as a result, they lag in retirement savings by comparison.  That precedent is changing, though. Thanks in part to the [Read More]

Your investment plan and positive signs for 2023

By |2023-01-26T20:30:32-08:00January 26th, 2023|Blog|

This past year was a reminder that it is much easier to stick with your investment plan when financial markets act as expected, when annual returns are within range, or better than anticipated, and market volatility is low. 2022 was far from easy Instead, 2022 was a test of discipline and patience, and a [Read More]

Q4 2022 Quarterly Context Video

By |2023-01-26T20:28:59-08:00January 25th, 2023|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). [Read More]

How the Secure Act 2.0 may impact your retirement savings

By |2023-04-06T18:44:58-07:00January 23rd, 2023|Blog|

Where business owners and leaders can benefit The Secure Act 2.0 is now law. And chances are, this $1.7 trillion dollar legislation will mean major changes to your retirement plan- in a good way! We’ve summarized some key provisions of the legislation that may affect you as you plan ahead and save for retirement.  [Read More]

10 questions that could change your life and financial independence

By |2023-01-03T20:17:36-08:00January 3rd, 2023|Blog, Business Owners, Financial planning tips and perspectives, General thoughts, Lifestyle, Personal Wealth|

If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and solidify a commitment to getting where you want [Read More]

Keep retirement momentum: how to recession proof your portfolio

By |2022-12-12T08:33:21-08:00November 21st, 2022|Blog, Financial planning tips and perspectives, Investment Management, Investor behavior, Personal Wealth|

Recession security through preparation Though it’s still being debated whether or not we’re in an official recession, it is smart to be prepared for whatever may come, since we have no control on the economic circumstances that could be ahead. But what exactly should this preparation look like? The good news is there’s still [Read More]

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