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.
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]
How to pick an auditor for your company’s retirement plan
Audit season is in full swing for retirement plans, and if your company has a “large plan” (defined as more than 100 participants) you are required to [Read More]
Drawing from experience to navigate uncertainty
Every quarter we send a letter to our clients to set context around recent market activity. This quarter, we are posting our letter here since it [Read More]
Volatility, Optimism, and Q1 Market Details
There’s no question we’re all living in unsettled times. Global citizens and the world economy are under stress, and uncertainty is heightened in all aspects of our [Read More]
Why Rebalancing your Portfolio in the Midst of Crisis is Essential for Long-term Success
In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively [Read More]
Time-sensitive: Business owners should explore Paycheck Protection Program forgivable loans NOW… application process started 4/3/20
Business owners & leaders: If your business has been adversely affected by the coronavirus directly or indirectly, we encourage you to explore and apply for Paycheck [Read More]
The CARES Act: help for individuals and small businesses
As we adjust to the effects of COVID-19 in our lives, we wanted to provide some information for individuals and small businesses about the stimulus [Read More]
CARES Act helps your business: relief for your retirement plan participants
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020, and includes provisions to assist retirement plan participants impacted [Read More]
Video: Market and investor behavior perspectives related to the coronavirus
Gain perspective about the confluence of events affecting the markets, including the coronavirus. What are the drivers of current volatility? Where do markets and diversified portfolios [Read More]
6 tips to make working from home more productive
With the shelter-in-place in effect in Northern California since last Tuesday, many of our clients, colleagues, friends and family members have had to make the shift [Read More]
How we’re thinking about coronavirus
The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in [Read More]
Longevity’s Ripple Effect: Why Gen X Cannot Count on Inheritances for their Retirement
As if Gen X (now age 40 – 55) didn’t have enough to think about in midlife, they also need to be careful about including any [Read More]
The SECURE Act: What individuals, business owners and retirement plan sponsors need to know
Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan. Individuals have additional opportunities to grow their retirement savings. Signed [Read More]
3 books we like for business owners
What are you going to read (or listen to) next? If you own a business and you have not read these three books, we highly recommend [Read More]
Business disaster planning: Is your business prepared for the next disaster?
Preparing your business for a natural disaster is as critical as preparing your home, yet many business owners do not have an emergency plan in place. [Read More]
