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]

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]

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 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]

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]

Insurance during your midlife gap year: make sure your career break is fully protected

By |2022-10-07T15:23:04-07:00September 25th, 2022|Blog, Financial planning tips and perspectives, Personal Wealth|

You’re embracing the idea of a midlife gap year. You’re picturing the landscapes, culture, and bucket list experiences in your mind. But unattended business is holding you back from peak excitement. You need proper insurance in case something goes wrong. When you’re taking a career break it’s tempting to ignore that responsible voice in [Read More]

The semi-retired life of business owners: What if you never fully retire?

By |2022-10-03T17:59:14-07:00August 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]

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