Solo success: how to thrive financially as an independent woman

By |2024-04-13T18:04:11-07:00December 4th, 2023|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Are you one of the many accomplished solo women out there, thriving and conquering life on your own terms? Navigating the financial landscape on your own can feel daunting, but with a tailored approach, it also leads to exciting opportunities. “Solo” may include women with or without children, widows, divorcees, and women who’ve never [Read More]

The cash conundrum: Interest rates and long-term investments

By |2023-11-09T11:45:09-08:00November 7th, 2023|Blog|

As the Federal Reserve hikes interest rates ten times to a notable 5.25% in just over a year, holding cash is generating a lot of buzz. Many view cash as the safe haven, especially when money market funds and similar instruments offer returns over 5% annually with minimal volatility. While these returns are enticing, [Read More]

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

By |2023-10-26T09:57:47-07:00October 26th, 2023|Blog|

News vs. noise Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop, some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more in this quarter’s Quarterly Context webinar …Watch [Read More]

Securing your wealth: the crucial role of a fiduciary advisor in midlife and beyond

By |2023-11-15T16:39:49-08:00October 20th, 2023|Blog, Business Owners, Fiduciary, Investment Management, Investor behavior, Personal Wealth|

If someone asked you if your advisor is a true fiduciary, putting your interest above all else, do you know the real answer? Try asking that question to people you care about, and you might be surprised how many people don't know.  Despite the marketing messages, not all financial advice providers hold themselves to [Read More]

Take charge of your midlife money – 7 financial planning areas to evaluate

By |2024-03-26T15:45:46-07:00September 29th, 2023|Blog, Lifestyle, Personal Wealth|

Gray hair. Fine lines. A stubborn case of tendonitis. Besides the physical signs, there are other tells of middle age. For one, it might feel like someone has gone and pushed the fast forward button. Midlife (ranging broadly from your mid-40s through your early 60s) is an emotional, philosophical, and financial whirlwind of tasks [Read More]

Gray divorce and your money: How to protect your retirement savings

By |2023-11-15T16:48:06-08:00September 6th, 2023|Blog, Personal Wealth|

Over 50 and living solo, maybe for the first time in decades? If this is you, you’re not alone. The number of older Americans living alone is growing rapidly, fueled in part by another rising trend: gray divorce. Gray divorce (or silver splitting) refers to the increasing divorce rate among older couples in long-lasting [Read More]

Lessons from SVB’s and First Republic Bank’s failures: protect your wealth with a fiduciary

By |2023-08-08T13:39:15-07:00August 8th, 2023|Blog, Fiduciary, Investment Management, Personal Wealth|

When two of the Bay Area’s largest banks fail within a few months of each other, people take notice. Stories of Silicon Valley Bank (SVB) and First Republic Bank collapsing shook the financial world, along with investor confidence. Both of the forced closures drew superlatives like “second-largest in history” and “largest since 2008”. Much [Read More]

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

By |2023-08-03T09:17:01-07:00August 3rd, 2023|Blog|

News vs. noise The market continues to push forward despite uncertainties, recession and rate questions still loom, we may now be in a new bull market, endowment bucket strategies, short-term investment dynamics… all of that is causing markets continue to defy the pandemic, but diversification still matters. That and more in this quarter’s Quarterly [Read More]

Wealth Management For Business Owners: 7 ways to protect personal wealth

By |2023-11-14T16:09:28-08:00May 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 |2023-11-14T16:11:04-08:00May 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]

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