Stay current on topics that matter
You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.
Smart spending policy for endowments: How to avoid corpus erosion and fulfill your fiduciary responsibility
Endowment fiduciaries are amazing people, sharing their time, and often financial resources, for the benefit of a larger goal for their communities. Many endowment committees of [Read More]
Solo success: how to thrive financially as an independent woman
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 [Read More]
The cash conundrum: Interest rates and long-term investments
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. [Read More]
What really matters in the economy and markets from the third quarter of 2023
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 [Read More]
Securing your wealth: the crucial role of a fiduciary advisor in midlife and beyond
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 [Read More]
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]
