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Take charge of your midlife money – 7 financial planning areas to evaluate
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 [Read More]
Gray divorce and your money: How to protect your retirement savings
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 [Read More]
Lessons from SVB’s and First Republic Bank’s failures: protect your wealth with a fiduciary
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 [Read More]
What really matters in the economy and markets from the second quarter of 2023
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, [Read More]
Wealth Management For Business Owners: 7 ways to protect 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 [Read More]
Why boutique wealth management firms may be a better fit for you
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 [Read More]
What really matters in the economy and markets from the first quarter of 2023
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 [Read More]
Move over, men. Here are 4 reasons why women make better investors
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 [Read More]
Why accomplished women shouldn’t ignore financial planning, and how to get started
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 [Read More]
Your investment plan and positive signs for 2023
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 [Read More]
Q4 2022 Quarterly Context Video
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 [Read More]
How the Secure Act 2.0 may impact your retirement savings
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 [Read More]
10 Financial plan questions that could change your life and financial independence
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 [Read More]
Keep retirement momentum: how to recession proof your portfolio
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 [Read More]
Recessions and your financial plan
The threat of a recession continues to be one of the most pressing concerns for investors. Inflation has proved hard to restrain, and the Federal Reserve [Read More]
Q3 2022 Quarterly Context Video
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 [Read More]