Perspectives from a Midlife Male [podcast episode]

By |2021-05-17T15:32:55-07:00May 7th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life?  That’s what Greg Scheinman, host of The Midlife Male podcast delivers through candid, in-depth conversations with "Midlife Male" CEO's, entrepreneurs and innovators in business, fitness, and hospitality.  Recently, I had the opportunity to be a guest on Greg’s podcast. [Read More]

4 life-changing benefits of a Midlife Gap Year for business owners

By |2021-02-15T15:25:33-08:00February 15th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

COVID-19 continues to have a wide-ranging impact on business, our economy, and our everyday lives. But the one lesser-discussed impact could be the most difficult to deal with—the personal one. The pandemic’s upheaval has escalated life’s stresses for many business owners, making a Midlife Gap Year all the more attractive. As you contemplate the [Read More]

Wealth and happiness – the surprising factor that can increase well-being

By |2021-02-10T10:22:16-08:00February 10th, 2021|Blog, General thoughts, Lifestyle, Personal Wealth|

Does money buy happiness?  Wealth and happiness are often paired together.  As you earn more income, invest more into the market, or reduce your debt, you likely feel more life satisfaction. This seems obvious, and many studies* prove this to be correct.  However, in a study conducted by researchers from UC, Riverside, a surprising [Read More]

Q320 Quarterly Context Video

By |2020-10-16T15:21:57-07:00October 16th, 2020|General thoughts, In the news, Quarterly thoughts|

Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while stimulation is high from rates remaining addictively rock-bottom low. How long is the recession expected to last? What impact will elections have on markets, and what has the [Read More]

7 lessons from Ironman triathlons to make your Wealth & Life success easier

By |2020-10-03T18:14:35-07:00September 30th, 2020|Blog, General thoughts, Lifestyle, Personal Wealth, Staying the course|

Life is an endurance event.  What if the right clarity, plan and support made impossible goals possible? State what you want and play to your strengths. If you are committed and coachable, the limits are few.  I’ve experienced this firsthand on my journey of training and qualifying for the 2020 Kona Ironman Triathlon Championships [Read More]

Q220 Quarterly Context Video

By |2020-07-25T06:33:22-07:00July 22nd, 2020|General thoughts, In the news, Quarterly thoughts|

Where is the space between what matters and what you can control? How much did the market bounce back after the tough first coronavirus quarter? How is the disconnect between the weak economy and the market rebounding? What is the danger of over-confidence? Spending is down, savings are up. Will the coronavirus economy look more [Read More]

An opportunity within a crisis within a crisis within a crisis

By |2020-07-25T06:32:53-07:00June 11th, 2020|Blog, General thoughts|

In this time of national stress, the global coronavirus pandemic and the economy have taken a back seat to the centuries-old and often ignored and re-opened wounds of the Black community. Individuals, companies and other institutions have a new opportunity to listen and create a better path. We stand in support of equality and dignity [Read More]

Q120 Quarterly Context Video

By |2020-07-25T06:31:55-07:00April 28th, 2020|General thoughts, Quarterly thoughts|

How did coronavirus affect the markets as a wet blanket? How does the coronavirus stock market compare to another virus period? What’s next? Big government rescue packages. What caused the 1-year numbers to be only mildly negative? Why was the broad bond market also negative in March? What should you focus on now? The virus [Read More]

Drawing from experience to navigate uncertainty

By |2020-08-16T18:18:49-07:00April 22nd, 2020|Financial planning tips and perspectives, General thoughts, Personal Wealth, Quarterly thoughts|

Every quarter we send a letter to our clients to set context around recent market activity.  This quarter, we are posting our letter here since it offers some reminders about how our experience and contingency planning get us through difficult times that we feel may benefit everyone.  These past several weeks have reminded us [Read More]

Time-sensitive: Business owners should explore Paycheck Protection Program forgivable loans NOW… application process started 4/3/20

By |2020-04-25T09:20:45-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, General thoughts|

Business owners & leaders: If your business has been adversely affected by the coronavirus directly or indirectly, we encourage you to explore and apply for Paycheck Protection Program (PPP) forgivable loan or the Disaster Loan (& grant) Assistance programs below, given that the PPP started 4/3/20 for small businesses, and 4/10/20 for sole proprietorships [Read More]

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