Blog

Filter Blog by:
Teaching Kids about Money from Childhood Through Adulthood

Blog

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

Read More
Letter to Clients

Blog

Letter to Clients

One of the most difficult tasks that we face as financial advisor is to help determine when someone can retire.  Especially when it’s the financial advisor that wishes to retire. 

Read More
Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

Blog

Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

Read More
Cares Act Summary

Blog

Cares Act Summary

As a lifelong sailor, when out to sea, there are many things that change on a consistent basis.  There are tides, currents, waves, wind and of course weather.  They can often change rapidly and identifying what is changing, and often it is more than one force acting on you that changes, you often don’t have the option of getting to port so you must trim or shorten sail, change course, put on foul weather gear etc., while out at sea  We don’t have a choice about continuing to sail through this current situation and some changes we will all have to make, while there are others that are subjective to your particular waters.

Read More
Virus Blog

Blog

Virus Blog

Watching the global events unfold it is astonishing how rapidly things have changed.  Here in California we are on lockdown and working through a disaster that through its nature has us divided in a time when we are accustomed to having a shoulder to lean on.

Read More
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

Blog

Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

Read More
Change and Peace Amid Chaos

Blog

Change and Peace Amid Chaos

As I sit here in awe of what has happened in the world in the last 4 weeks, I am reminded that our human default systems have a few glitches that evolution has never cured.

Read More
The Bus You Don’t See Coming

Blog

The Bus You Don’t See Coming

My partner, Ron Carson, CEO and Founder of Carson Group, has a saying, “You rarely get hit by the bus you see coming”.  As we move into week 4 of the Coronavirus panic, we continue to look at volatility and market sell offs.

Read More
Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

Blog

Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

Read More
Answers to 3 Big Questions on Clients’ Minds

Blog

Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

Read More