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]

10 Financial plan questions that could change your life and financial independence

By |2023-11-14T16:16:19-08:00January 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 and your financial advisors, 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 [Read More]

Q3 2022 Quarterly Context Video

By |2022-10-20T16:32:55-07:00October 20th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do [Read More]

Semi-retirement for business owners: What if you never fully retire?

By |2023-11-14T16:23:35-08:00August 25th, 2022|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

Running a business can be overwhelming. It’s easy to feel stretched thin, and like there’s never enough hours in a day. At times, you’ll probably fantasize about retiring early, ditching the suit for sandals, and kicking back on a beach somewhere. However, these fantasies can come from thinking you’re in a retirement binary. One [Read More]

Q2 2022 Quarterly Context Video

By |2024-01-29T12:18:27-08:00July 25th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

Inflation remains high, rates are up, stock and bond markets are down, and recession worries are increasing. However there are some positive signs, and medium-long-term returns remain strong. How did we get here and what’s next? We’ll also cover the important difference between investing and speculating, and how understanding a buyer’s strike can improve [Read More]

The Gen X dilemma (part 1): how do you financially prepare and launch your children?

By |2023-11-15T16:52:22-08:00April 30th, 2022|Blog, Financial planning tips and perspectives, General thoughts, Personal Wealth|

Gen Xers are caught in quite the pickle. You’re sandwiched between your aging parents and restless teenagers, and feel the financial pressure from both sides. You want to help, but feel uncertain of where to start. So what do you do? In this article, we’re going to focus on how to prepare and [Read More]

Identifying and achieving goals: Perspectives from a Midlife Male [podcast episode]

By |2022-04-06T12:37:40-07:00May 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]

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

By |2022-04-06T12:20:57-07:00September 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]

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]

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]

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