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.
What California homeowners need to know about Proposition 19
On election day, the narrow passage of Proposition 19 in California brought good news for some homeowners. The new law allows homeowners who are [Read More]
Inflation’s effect on 2021 retirement contribution limits
The IRS released the dollar limits for 2021 qualified retirement plan contributions. For 2021, employees’ and owners’ ability to defer compensation and invest for their future [Read More]
What retirement plan sponsors need to know for 2021
Safe harbor retirement plan for 2021 Now is the time to take action if you wish to implement a new safe harbor 401(k) plan or make [Read More]
What is a Midlife Gap Year and where do I sign up?
Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners and leaders in the middle stages of their lives. The [Read More]
Q320 Quarterly Context Video
Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while [Read More]
History lesson: election impact on the stock market
We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020. We [Read More]
7 lessons from Ironman triathlons to make your Wealth & Life success easier
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. [Read More]
How tax policy may change with the election
The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based [Read More]
What retirement plan sponsors need to know about ESG investing and private equity
Do you, or do you want to, offer Environmental, Social and Corporate Governance (ESG) investment options in your qualified retirement plan? What about riskier private equity [Read More]
Should you hire your kids in your business?
You may be seeing a lot of your kids these days, and you may continue to as you navigate the hybrid solutions of “back-to-school” this year. [Read More]
The stock market is not the economy
The common phrase that “the stock market is not the economy” now seems more relevant than ever. Many are perplexed about the resilience of the stock [Read More]
Q220 Quarterly Context Video
Where is the space between what matters and what you can control? How much did the market bounce back after the tough first coronavirus quarter? How is [Read More]
Suffering from Peak Busyness? It may be time for a new plan
Do you self-diagnose as having “Peak Busyness?” A common condition among successful business owners and leaders, this midlife ailment can sneak up on you and cause [Read More]
An opportunity within a crisis within a crisis within a crisis
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 [Read More]
Using debt to get your business through coronavirus
The decision to take on debt is a significant one for any business in normal times. For businesses severely affected by COVID-19 shutdowns, debt-use consideration takes on [Read More]
The rationale for investment manager changes
Sometimes we have to change the investments we hold in our clients’ portfolios. We’ve talked about rebalancing and tax loss harvesting as ways to keep portfolios’ allocation [Read More]
